DBA: EVOADVISERS
| Total AUM | $337.2M |
| Discretionary | $321.8M95% of AUM |
| Non-Discretionary | $15.3M |
| Client Accounts | 991 |
| Avg Account Size | $340K |
| Employees | 7 |
| Peak AUM | $337.2MJan 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $337M | +24.4% | +20.8% | +8.0% | |
| Discretionary AUM | |||||
| Total AUM | $337.2M |
| Discretionary | $321.8M |
| Employees | 7 |
| Client Accounts | 991 |
| Client Range | 101-250 |
Address
2917 WEST LEIGH STREET
RICHMOND VA 23230
Phone
804-794-1981
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$322M
95.5% of AUM
Non-Discretionary
$15M
4.5% of AUM
Disc. mix ▼ 3.3pp vs 1 year ago
No related registrations reported
| +12.6% /yrover 9 yrs · 27 filings |
Total AUM
$337M
| $322M |
| +20.3% |
| +19.5% |
| +13.3% |
| Non-Disc. AUM | $15M | +354.8% | +77.9% | 22.9% |
| Total Accounts | 991 | 27.0% | +9.4% | +47.6% |
| Avg Account Size | $340,238.544 | +70.4% | +10.4% | 26.8% |
| Employees | 7 | 12.5% | 0.0% | +3.1% |
| AUM / Employee | $48M | +42.2% | +20.8% | +4.8% |
Client AUM Segments | |||||
| Wealth AUM | $337M | +24.5% | +21.0% | +14.5% | |
| Institutional AUM | $368,355 | 10.1% | 34.4% | 63.1% | |
Client Count Segments | |||||
| HNW Clients | 71 | 18.4% | 0.4% | 0.5% | |
| Institutional | 1 | 0.0% | 28.7% | 44.0% | |
| Individuals | 96 | +26.3% | +14.4% | +16.1% | |