RIA Intel›Advisers›Virginia›EVOLUTION ADVISERS, INC.

EVOLUTION ADVISERS, INC.

Advisory

N·RICHMOND, VA

Data as of Jan 23, 2026 · Source: SEC Form ADV

Total AUM

$337M

1-Year AUM Growth

+26.8%

3-Year CAGR

+10.9%

Employees

6

Assets Under Management

Total AUM$337M

Discretionary AUM$322M

Non-Discretionary AUM$15M

Discretionary %95.5%

Total Clients168

Team

Total Employees6

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingJun 8, 2017

Latest FilingJan 23, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 9+ 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 EVOLUTION ADVISERS, INC.

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