RIA Intel›Advisers›California›EVIDENCIAL FINANCIAL CONSULTING LLC

EVIDENCIAL FINANCIAL CONSULTING LLC

Advisory

CA

Data as of Jul 1, 2026 · Source: SEC Form ADV

Rank in CA
#4,409
of 5,480 advisers by AUM
Average account
$625K
across 26 accounts
AUM per adviser
$16M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM
$16M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$16M
Discretionary AUM$0
Non-Discretionary AUM$16M
Discretionary %0%
Total Clients7
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

LANCASTER CAPITAL MANAGEMENT, LLC
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SORENSEN WEALTH MANAGEMENT, INC.
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BASS ROCKS, LLC / BASS ROCKS ASSET MANAGEMENT
$16M
CORONADO FINANCIAL GROUP L.L.C.
$16M
ALPHA TITANS LLC
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$16M
-66.5% 1Y
EDEN FINANCIAL, LLC
ALISO VIEJO, CA
$16M

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