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- Custodian
- Altruist · Charles Schwab & Company · Matrix Trust · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 6, 2025 and April 28, 2026, reported AUM increased 24.4%, from $271.0M to $337.2M.
Across 5 reported observations, AUM increased 82.4% between August 24, 2022 and April 28, 2026, from $184.8M to $337.2M.
Of the latest reported AUM, 95.5% is discretionary and 4.5% is non-discretionary.
The firm reports 6 advisory representatives and 169 clients, or 28.2 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Evoadvisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Evoadvisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Evoadvisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.