Evansbrook provides financial planning, portfolio management for individuals and small businesses, insurance, and retirement plan services.
Evansbrook reports 110 clients. They include 67 high-net-worth individuals and 43 individual clients. Of its assets, 100.0% ($226M across 195 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 3% |
| High-net-worth individuals | 61% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 43 | $7.56M | 3.4% | $176K |
| High-net-worth individuals | 67 | $218M | 96.6% | $3.26M |
| Total | 110 | $226M | 100% | $2.05M |
- Clients
- 43
- Regulatory AUM
- $7.56M
- AUM share
- 3.4%
- Avg. per client
- $176K
- Clients
- 67
- Regulatory AUM
- $218M
- AUM share
- 96.6%
- Avg. per client
- $3.26M
Total
- Clients
- 110
- Regulatory AUM
- $226M
- AUM share
- 100%
- Avg. per client
- $2.05M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Evansbrook charges 0.60%–0.85% a year for its Investment Advisory Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Qualified Plan Consulting
- Negotiated case by case with the plan sponsor or named fiduciary; fees can range up to 1.00% of plan assets annually, typically paid from plan funds.
Osman Arain owns 50% to 75% of Evansbrook. It has 2 employees.
Leadership
Osman ArainOwner & CCO
Nicole KustokOwner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Evansbrook LLC
Osman Arain
Control person · since August 2023
- Owns 50% to 75% of Evansbrook LLC
Nicole Kustok
Control person · since August 2023
Evansbrook’s regulatory assets grew from $160M (March 2024) to $226M (March 2026); clients rose from 72 to 110 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $226M | 110 | 2 | 1 |
| March 2025 | $185M | 87 | 2 | 1 |
| March 2024 | $160M | 72 | 2 | 1 |
Besides its headquarters, Evansbrook has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Evansbrook LLC
- Headquarters
- Not reported
- Website
- evansbrook.com
- Phone
- 917-406-9128
- SEC file
- 801-128734
- Structure
- Illinois LLC
- Fiscal year end
- December
Evansbrook uses Charles Schwab ($100M) as custodian for its separately managed accounts. Evansbrook does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $100M100%
At year end, Evansbrook’s separately managed accounts were mostly in stocks (95%).
What the accounts hold
- Stocks95%
- Cash5%
How many clients does Evansbrook have?
Evansbrook has 110 clients and manages $226 million for them, as of March 2026. They include 67 high-net-worth individuals and 43 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does Evansbrook offer?
Evansbrook provides financial planning, portfolio management for individuals and small businesses, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Evansbrook charge?
Evansbrook charges 0.60%–0.85% a year for its Investment Advisory Fees. The fee is billed in arrears and is negotiable.
Which custodians does Evansbrook use?
Evansbrook’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $100M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does Evansbrook have?
Evansbrook has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Evansbrook invest in?
At the end of its last fiscal year, Evansbrook’s separately managed accounts held 95% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Evansbrook?
Evansbrook’s direct owners are Osman Arain (50% to 75%) and Nicole Kustok (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does Evansbrook get paid?
Evansbrook is paid through a percentage of assets under management. 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
How do I contact Evansbrook?
Its phone number is 917-406-9128. Its website is evansbrook.com.