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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-19-2009
- Office Locations
- 2
Office Locations
About Evoadvisors
EVOADVISERS is a Richmond, VA-based fee-only fiduciary RIA serving clients nationwide. The firm provides portfolio management and financial planning, with tax and estate-planning guidance, and supports employer retirement plans with ERISA-focused reporting tools and proactive service. 401(k) participants can access CFP advice tailored to their situation at no additional cost.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN BENJAMIN CLAIR
Investment Advisor, PRINCIPAL
- CRD
- #5523158
- Ownership
- 50% but less than 75%
DAVID JOHN OBRIEN
Chief Compliance Officer, Principal
- CRD
- #4776650
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Stephen Elliot Fletcher
Principal
- CRD
- #6567655
JOHANNA ANDREA MOYA
FINANCIAL PLANNER
- CRD
- #6336821
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $321,845,796 | $360,814 |
| Non-Discretionary | $15,330,601 | $154,855 |
| Total | $337,176,397 | $340,239 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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