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- Custodian
- Charles Schwab & Company ยท Citibank
- Clients
- Retail
- Platforms
- Momentum bridgeLegacy ember +more
- Established Date
- 07-21-2020
- Office Locations
- 2
Office Locations
About Evolve Investing LLC
Evolve Investing is a boutique RIA serving entrepreneurs and professionals with investment management and planning focused on cash flow, tax strategy, and navigating liquidity events/exits. The team emphasizes disciplined risk management and a tailored risk/reward framework, implementing Schwab-custodied portfolios primarily with ETFs and public funds alongside high-quality bonds. Led by CFA charterholders (incl. CPWA/CEPA) and featured in CNBC.
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Owner & Executives
PETER FERGUS HUGHES
Chief Compliance Officer, Managing Partner, PRINCIPAL
- CRD
- #4887882
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Christopher Forrest Stevenson
Chief Compliance Officer, Managing Member, Managing Partner, SENIOR ADVISOR
- CRD
- #7689080
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,368,146 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,368,146 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,368,146
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,367,659,479 | 22.4% |
| Equity - Exchange | $970,794,005 | 15.9% |
| U.S. Government/Agency | $903,632,156 | 14.8% |
| Corporate - Investment Grade | $799,836,571 | 13.1% |
| Corporate - Non-Investment Grade | $1,282,180,762 | 21.0% |
| Municipal Bonds | $781,519,703 | 12.8% |
| Total | $6,105,622,676 | 100.0% |