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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2010
- Office Locations
- 1
Office Locations
About EVT Financial Advisors
EVT Financial Advisors is a Zurich-based RIA. The firm has been operating for 15 years. Managing $498.9M in total assets under management, with 3 advisory representatives.
Reported data analysis
What the numbers show
Between March 24, 2025 and May 18, 2026, reported AUM increased 24.7%, from $400.3M to $498.9M.
Across 5 reported observations, AUM increased 28.2% between October 27, 2022 and May 18, 2026, from $389.0M to $498.9M.
Of the latest reported AUM, 82.7% is discretionary and 17.3% is non-discretionary.
The firm reports 3 advisory representatives and 124 clients, or 41.3 clients per representative. That equates to $4.0M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on May 18, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full EVT Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEFAN HUG
Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
GEORG MARTI
Chief Financial Officer, MANAGING DIRECTOR
- CRD
- --
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $412,714,108 | $4,046,217 |
| Non-Discretionary | $86,212,918 | $3,918,769 |
| Total | $498,927,026 | $4,023,605 |
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Separately Managed Accounts
SMA allocation detail is available
EVT Financial Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.