Bethany Evans has been Chief Financial Officer/Member of CPA Asset Management Group since October 2025, is a control person of the firm and directly owns under 5% of it.
CPA Asset Management Group, LLC is a West Palm Beach, FL firm with $619M under management, 168 clients and 5 advisers in one office, as of its February 2026 filing.
- Blue Ocean CapitalCurrent– present · 1 yearWest Palm Beach, FL · Adviser representative · Firm CRD 107833
Investment adviser representative registrations
Bethany Evans is registered as an investment adviser representative in Florida, since April 2025.
- FloridaSince 25 April 2025
Examinations
No examinations are on Bethany Evans’s record.
- Full name
- Bethany Amber Evans
- CRD
- 7963709
- Firm
- CPA Asset Management Group · CRD 107833
- Role
- Chief Financial Officer/Member
- Office
- 501 SOUTH FLAGLER DRIVE, SUITE 220, West Palm Beach, FL 33401
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Bethany Evans work?
Bethany Evans has been Chief Financial Officer/Member of CPA Asset Management Group, LLC since October 2025, and is a control person of the firm.
Is Bethany Evans a financial advisor?
Yes. Bethany Evans has a current investment-adviser registration in Florida, through CPA Asset Management Group since April 2025.
How many years of experience does Bethany Evans have?
Bethany Evans has 1 year in the financial industry, since April 2025, across 1 adviser firm.
Where is Bethany Evans based?
Bethany Evans’ registered office is in West Palm Beach, FL.
Is Bethany Evans registered with FINRA?
No. Bethany Evans has no current broker registration.
How can I verify Bethany Evans’ record?
Search CRD 7963709 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bethany Evans’ full registration record.
