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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-26-2024
- Office Locations
- 1
Office Locations
About Evoke Financial Services, LLC
Evoke Financial Services, LLC is a boutique, founder-led RIA based in Seattle serving clients nationwide. Roy Hsu provides holistic financial planning, investment management and business consulting, including one-time engagements, alternative investments and tax-aware strategies. The practice often works with entrepreneurs, creatives and LGBT+ clients, and supports values-based/ESG portfolios and charitable trust planning. Custody through Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Services
Owner & Executives
Roy Hsu
Chief Compliance Officer, Managing Member
- CRD
- #6930529
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,393,036 | -- |
| Non-Discretionary | $10,137,524 | -- |
| Total | $43,530,560 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,530,560
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $276,162,332 | 22.5% |
| Equity - Exchange | $202,519,043 | 16.5% |
| Municipal Bonds | $89,599,334 | 7.3% |
| Cash | $298,255,318 | 24.3% |
| Corporate - Investment Grade | $360,852,114 | 29.4% |
| Total | $1,227,388,141 | 100.0% |