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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- Pathway value
- Established Date
- 10-21-2015
- Office Locations
- 2
Office Locations
About EVP Capital Advisors, LLC
EVP Capital Advisors is a Kansas-based boutique RIA providing financial planning and discretionary portfolio management, including tax and estate planning, business-succession planning, and insurance coordination. The firm emphasizes long-term, trust-based relationships and guidance across life stages. Portfolios are built primarily with ETFs, with allocations to cash and municipal bonds, and custody at Charles Schwab.
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Owner & Executives
NICHOLAS H BLOCH
Chief Operating Officer
- CRD
- #6549650
- Ownership
- 50% but less than 75%
RYAN MICHAEL PATTON
Financial Advisor, General Partner
- CRD
- #5393653
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,000,000 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $75,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $75,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,851,428,283 | 46.7% |
| Cash | $2,597,858,478 | 31.5% |
| Municipal Bonds | $1,797,883,010 | 21.8% |
| Total | $8,247,169,771 | 100.0% |