Investment adviser · CRD 155268
EVT FINANCIAL ADVISORS
Investment adviser filing (IA)
EVT FINANCIAL ADVISORS AG
ZURICH, Switzerland · Form ADV filed May 18, 2026
- Regulatory AUM
- $499M Form ADV · Item 5.F
- Client accounts
- 124 Accounts, not individual clients
- Employees
- 4 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 | 82 | $473,148,186 | 94.8% |
| Individuals | 42 | $25,778,840 | 5.2% |
Filing source
Form ADV 2106394 · May 18, 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: May 18, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
STOCKERSTRASSE 43ZURICH, 8002, Switzerland
CRD 155268
Filing source
Form ADV 2106394 · May 18, 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.