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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-30-2014
- Office Locations
- 1
Office Locations
About Evia Investment Advisors
EVIA Investment Advisors is a boutique, fee-based fiduciary RIA founded in 2014 in Indiana, focused on investors planning for or in retirement. The firm builds customized, dividend-focused portfolios using individual stocks and income investments (not mutual funds), incorporating client values and risk-tolerance results from a digital assessment. It charges a transparent quarterly advisory fee and covers custodian trade fees; custody includes Schwab.
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Investment Themes
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Owner & Executives
DANIEL PATRICK REICHART
President
- CRD
- #1868812
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,905,807 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,905,807 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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