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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 1, 2025 and April 30, 2026, reported AUM decreased 37.6%, from $27.7B to $17.3B.
Across 5 reported observations, AUM increased 65.3% between May 13, 2022 and April 30, 2026, from $10.5B to $17.3B.
Of the latest reported AUM, 83.4% is discretionary and 16.6% is non-discretionary.
The firm reports 25 advisory representatives and 968 clients, or 38.7 clients per representative. That equates to $17.9M in reported AUM per client.
The profile lists 5 reported office locations and 7 years in operation. The source data was last updated on July 10, 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
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Evoke Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Evoke Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Evoke Advisors's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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