{"url":"https://nivawealth.com/firms/evans-investment-advisors-147000","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/147000","regulatoryAum":390734415,"crd":"147000","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4350168","suffix":null,"lastName":"EVANS","firstName":"BARTON","middleName":"THOMAS"},{"crd":"1320803","suffix":null,"lastName":"EVANS","firstName":"GREGORY","middleName":"WADE"},{"crd":"7487735","suffix":null,"lastName":"NAQUIN","firstName":"CHRISTOPHER","middleName":"FROST"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":208982711,"clients":432,"employees":3,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":240573816,"clients":433,"employees":3,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":240424119,"clients":434,"employees":4,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":289717637,"clients":462,"employees":4,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":326496492,"clients":488,"employees":4,"offices":1},{"filedOn":"2026-03-26","regulatoryAum":390734415,"clients":508,"employees":5,"offices":1}],"secFileNumber":"801-69405","legalName":"Evans Investment Advisors, L.L.C.","displayName":"Evans Investment Advisors","slug":"evans-investment-advisors-147000","website":"https://evansinvestmentadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/147000/1d019965ec2df33d-r1.webp","tone":"light","width":1019,"height":200,"sourceUrl":"https://evansinvestmentadvisors.com/","sourceLabel":"Evans Investment Advisors, L.l.c., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2008","organization":"Louisiana limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6713 Perkins Road","city":"Baton Rouge","state":"LA","stateName":"Louisiana","country":"United States","postalCode":"70808"},"tradeNames":[],"registration":{"secApproved":"31 July 2008","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":770448.7071583514,"staff":{"employees":5,"advisory":5,"brokerDealerReps":5,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":390734415,"discretionary":382372417,"discretionaryAccounts":790,"nonDiscretionary":8361998,"nonDiscretionaryAccounts":10,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":508},"clientTypes":[{"label":"Individuals (other than HNW)","clients":180,"regulatoryAum":34052004},{"label":"High-net-worth individuals","clients":281,"regulatoryAum":321124850},{"label":"Pension and profit-sharing plans","clients":2,"fewerThan5":true,"regulatoryAum":4227880},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":9968777},{"label":"Corporations and other businesses","clients":42,"regulatoryAum":21360904}],"feePrograms":[{"role":"main","program":"Investment advisory fees","feeBasis":"marginal","fee_tiers":[{"to":250000,"pct":1.25,"from":0},{"to":1000000,"pct":1,"from":250000},{"to":2000000,"pct":0.8,"from":1000000},{"to":3000000,"pct":0.6,"from":2000000},{"to":5000000,"pct":0.5,"from":3000000},{"to":null,"pct":0.45,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027779","versionId":1027779,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-26","documentName":"ADV PART 2","fee_rate_low":0.45,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Financial planning and consulting is $250.00 an hour or a flat fee generally from $500 to $5,000, negotiable; an initial retainer is paid in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027779","versionId":1027779,"submittedOn":"2026-03-26","documentName":"ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:19:30.472671+00:00","documents":[{"name":"ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027779","versionId":1027779,"submittedOn":"2026-03-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Orlando, FL","smaAssets":240573816}],"custodyNote":"Evans Investment Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Gregory Evans","title":"Managing Member","crd":"1320803"},{"name":"Barton Evans","title":"Managing Member","crd":"4350168"},{"name":"Fox Ford","title":"CCO","crd":"3245614"}],"ownership":[{"label":"Gregory Evans","detail":"Managing member in the 75% or more ownership band and a control person, since March 2008."},{"label":"Barton Evans","detail":"Managing member in the 10% to 25% ownership band and a control person, since January 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Louisiana","offices":1,"addresses":[{"street":"6713 Perkins Road","city":"Baton Rouge","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"225-761-7870","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":84},{"label":"Non-exchange-traded equity securities","percent":8},{"label":"U.S. state and local bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":5},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/147000/PDF/147000.pdf","brochureDate":"26 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027779","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Evans Investment Advisors have?","answer":"Evans Investment Advisors has 508 clients and manages $391 million for them, as of March 2026. They include 281 high-net-worth individuals, 180 individual clients, and 42 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Evans Investment Advisors offer?","answer":"Evans Investment Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Evans Investment Advisors charge?","answer":"Evans Investment Advisors charges 0.45%–1.25% a year for its Investment advisory fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"ADV PART 2, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Evans Investment Advisors use?","answer":"Evans Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $241M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Evans Investment Advisors have?","answer":"Evans Investment Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Evans Investment Advisors invest in?","answer":"At the end of its last fiscal year, Evans Investment Advisors’ separately managed accounts held 84% exchange-traded equities, 8% non-exchange-traded equities, 5% registered funds (mutual funds, ETFs, BDCs), 2% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Evans Investment Advisors?","answer":"Evans Investment Advisors’ direct owners are Gregory Evans (75% or more) and Barton Evans (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Evans Investment Advisors get paid?","answer":"Evans Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Evans Investment Advisors?","answer":"Evans Investment Advisors’ main office is at 6713 Perkins Road, Baton Rouge, LA 70808. Its phone number is 225-761-7870. Its website is evansinvestmentadvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}