Investment adviser · CRD 110699
EVANS CAPITAL MANAGEMENT ASSOCIATES
Investment adviser filing (IA)
R.L. EVANS CO. INC.
BELLEVUE, WA, United States · Form ADV filed Sep 25, 2026
- Regulatory AUM
- $683M Form ADV · Item 5.F
- Client accounts
- 989 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 198 | $574,276,847 | 84.1% |
| Retirement plans | 12 | $62,631,605 | 9.2% |
| Individuals | 221 | $45,680,433 | 6.7% |
Filing source
Form ADV 2128472 · Sep 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3535 FACTORIA BLVD SE, SUITE 120BELLEVUE, WA, 98006, United States
CRD 110699
Filing source
Form ADV 2128472 · Sep 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.