RIA Intel›Advisers›Florida›EVENSKY & KATZ, LLC

EVENSKY & KATZ, LLC

Advisory

N·CORAL GABLES, FL

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM

$3.2B

1-Year AUM Growth

+9.7%

3-Year CAGR

+6.0%

Employees

4

Assets Under Management

Total AUM$3.2B

Discretionary AUM$3.2B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1,184

Team

Total Employees4

Investment Advisers44

Employee Growth (1Y)+5.3%

Filing History

Total Filings on Record72

First FilingMar 15, 2001

Latest FilingMar 19, 2026

🔒 Full AUM trend chart and 72 historical filings spanning 25+ 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 EVENSKY & KATZ, LLC

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