RIA Intel›Advisers›EVANSON ASSET MANAGEMENT, LLC

EVANSON ASSET MANAGEMENT, LLC

Advisory

N·

Data as of Feb 11, 2026 · Source: SEC Form ADV

Total AUM

$5.1B

1-Year AUM Growth

+11.1%

3-Year CAGR

+0.7%

Employees

5

Assets Under Management

Total AUM$5.1B

Discretionary AUM$5.1B

Non-Discretionary AUM$27M

Discretionary %99.5%

Total Clients1,005

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record69

First FilingJun 1, 2005

Latest FilingFeb 11, 2026

🔒 Full AUM trend chart and 69 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EVANSON ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.