Investment adviser · CRD 335584

EVOLVE CAPITAL AI

Investment adviser filing (IA)

ANAHEIM, CA, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $0
Client accounts: 0
Employees: 5
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	Fewer than 5	$0	Not reported
High-net-worth individuals	Fewer than 5	$0	Not reported
Banks & thrifts	Fewer than 5	$0	Not reported
Retirement plans	Fewer than 5	$0	Not reported
Charities	Fewer than 5	$0	Not reported
Government entities	Fewer than 5	$0	Not reported
Other investment advisers	Fewer than 5	$0	Not reported
Insurance companies	Fewer than 5	$0	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	$0	Not reported
Corporations & businesses	Fewer than 5	$0	Not reported
Other clients	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2045284 · Mar 27, 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 funds

The 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: Mar 27, 2026. View historical filings

Reported services

Financial planning · Pension consulting

Compensation

Percentage of assets · Hourly · Subscription

Principal office

6528 EAST PASEO EL GRECO
ANAHEIM, CA, 92807, United States

CRD 335584

Filing source

Form ADV 2045284 · Mar 27, 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.