RIA Intel›Advisers›Virginia›EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

Advisory

N·ALEXANDRIA, VA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM
$92M
1-Year AUM Growth
-1.1%
3-Year CAGR
-10.4%
Employees
4
Assets Under Management
Total AUM$92M
Discretionary AUM$92M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients55
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)+33.3%
Filing History
Total Filings on Record16
First FilingJul 2, 2020
Latest FilingMar 17, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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