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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-13-2019
- Office Locations
- 5
Office Locations
About Evoke Advisors
Evoke Advisors (a division of MAI Capital Management) provides fiduciary wealth management for ultra-high-net-worth families, founders/entrepreneurs, and institutional investors, pairing institutional-quality investment solutions with family office services, comprehensive planning, and tax work. The team builds customized portfolios across public and alternative assets with a focus on diversification, lower drawdown risk, and tax efficiency, supported by advanced portfolio modeling and analytics. Noted for innovation such as feeder vehicles and ETF launches.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAMIEN ADAM BISSERIER
Co-CIO, Evoke, Managing Partner, Partner
- CRD
- #6412899
- Ownership
- Less than 5%
ERIC SCOTT BRIGHT
Investment Advisor, Managing Partner, Partner
- CRD
- #4851762
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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LAWRENCE SCOTT ABRAHAMS
Partner
- CRD
- #2493609
JUSTIN PATRICK AMREIN
--
- CRD
- #8143211
Showing 2 of 44 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,424,851,905 | $1,291,624 |
| Non-Discretionary | $2,862,413,219 | $2,104,716 |
| Total | $17,287,265,124 | $1,379,890 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | 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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