CRD: 282234
Evidence Advisors Investment Management
$78.0M Total AUM
$53.4M Disc. AUM
-- 3Y CAGR
2 Employees
102 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Zenith wave
- Established Date
- 04-15-2016
- Office Locations
- 1
Office Locations
7 Upper Balcones Road Boerne TX
About Evidence Advisors Investment Management
Evidence Advisors Investment Management (TX) provides evidence-based investment management and financial planning for individuals and retirement plans, including the EAdvyzr ETF Series with selectable risk levels and single- or multi-fund-family options. The firm also builds custom series portfolios for larger accounts (typically $1M+) and shares 401(k) plan education led by Wyatt A. Moerdyk, CFP, AIF.
Team overview
50 AVG AGE
$39.0M AVG AUM / ADVISOR
$765.0K AVG AUM / CLIENT
8.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Catalyst
Client Personas
Prime
Custodian
Fusion Summit North
Fund Managers
Glacier element Meridian
Investment Themes
Element catalyst Legacy value Horizon quantum Catalyst oak
Investment Vehicles
Foundation alpha Peak
Services
Horizon optima Insight pathway Atlas Catalyst Insight foundation Quantum ember Glacier Ember
Technology
Vertex
Owner & Executives
WYATT A. MOERDYK
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4644751
- Ownership
- 75% or more
(221) 369-3520
vital.unison@vertexcapital.com
in linkedin.com/in/eagle-vertex
Showing 1 of 1 owners & executives
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T
TERRY TODD THILL
Managing Director
- CRD
- #4619476
(238) 474-5448
quantum.glacier@signalcapital.com
in linkedin.com/in/zenith-fusion
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,354,723 | -- |
| Non-Discretionary | $24,678,505 | -- |
| Total | $78,033,228 | -- |
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Separately Managed Accounts
Total SMA Asset: $78,033,228
Public Funds:
69.1% Cash:
14.1% Equity - Exchange:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,989,901,068 | 69.1% |
| Cash | $406,043,489 | 14.1% |
| Equity - Exchange | $483,796,497 | 16.8% |
| Total | $2,879,741,054 | 100.0% |