EVT Financial Advisors AG provides portfolio management for individuals and small businesses.
EVT Financial Advisors AG reports 124 clients. They include 82 high-net-worth individuals and 42 individual clients. Of its assets, 82.7% ($413M across 102 accounts) are managed with discretion; $86.2M across 22 accounts are not. Of its clients, 40% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 34% | 5% |
| High-net-worth individuals | 66% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 42 | $25.8M | 5.2% | $614K |
| High-net-worth individuals | 82 | $473M | 94.8% | $5.77M |
| Total | 124 | $499M | 100% | $4.02M |
- Clients
- 42
- Regulatory AUM
- $25.8M
- AUM share
- 5.2%
- Avg. per client
- $614K
- Clients
- 82
- Regulatory AUM
- $473M
- AUM share
- 94.8%
- Avg. per client
- $5.77M
Total
- Clients
- 124
- Regulatory AUM
- $499M
- AUM share
- 100%
- Avg. per client
- $4.02M
- Clients outside the U.S.
- 40%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
EVT Financial Advisors AG is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Stefan Hug owns 25% to 50% of EVT Financial Advisors AG. Stefan Hug is CEO; the leadership team includes Chief Financial Officer Georg Marti and Chief Compliance Officer Dino Presta. It has 4 employees, 3 of them in advisory roles.
Leadership
- Stefan HugChief Executive Officer
- Georg MartiChief Financial Officer / Managing Director
- Dino PrestaManaging Director / Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 1 state-registered rep
- Owns 25% to 50% of Evt Financial Advisors Ag
Stefan Hug
Control person · since September 2010
- Owns 25% to 50% of Evt Financial Advisors Ag
Georg Marti
Control person · since September 2010
- Owns 25% to 50% of Evt Financial Advisors Ag
Dino Presta
Control person · since September 2010
EVT Financial Advisors AG’s regulatory assets grew from $355M (March 2021) to $499M (May 2026); clients were 124 in both filings and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $499M | 124 | 4 | 1 |
| March 2025 | $400M | 121 | 4 | 1 |
| March 2024 | $374M | 123 | 4 | 1 |
| June 2023 | $327M | 120 | 5 | 1 |
| March 2022 | $389M | 124 | 5 | 1 |
| March 2021 | $355M | 123 | 5 | 1 |
Besides its headquarters, EVT Financial Advisors AG has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Evt Financial Advisors Ag
- Headquarters
- Stockerstrasse 43, Zurich, Switzerland 8002
- Website
- evtfa.com
- Phone
- 41442042050
- SEC file
- 801-71927
- Founded
- 2010
- Structure
- corporation organized in Switzerland
- Fiscal year end
- December
EVT Financial Advisors AG uses Vontobel Securities Ag ($269M, 66%) and NPB Neue Privat Bank Ag ($137M, 34%) as custodians for its separately managed accounts. EVT Financial Advisors AG does not have custody of client assets.
- NPB Neue Privat Bank AgNPB Neue Privat Bank Ag · Zurich · $137M34%
- Vontobel Securities AgVontobel Securities Ag · Zurich · $269M66%
At year end, EVT Financial Advisors AG’s separately managed accounts were mostly in stocks (61%) and bonds (19%).
What the accounts hold
- Stocks61%
- Funds5%
- Bonds19%
- Cash11%
- Other4%
- Physical gold and silver4%
How many clients does EVT Financial Advisors AG have?
EVT Financial Advisors AG has 124 clients and manages $499 million for them, as of May 2026. They include 82 high-net-worth individuals and 42 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 May 2026
What services does EVT Financial Advisors AG offer?
EVT Financial Advisors AG provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does EVT Financial Advisors AG use?
EVT Financial Advisors AG’s separately managed account assets are held at Vontobel Securities Ag (Zurich), with $269M and NPB Neue Privat Bank Ag (Zurich), with $137M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 May 2026
How many financial advisors does EVT Financial Advisors AG have?
EVT Financial Advisors AG has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 3 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 EVT Financial Advisors AG invest in?
At the end of its last fiscal year, EVT Financial Advisors AG’s separately managed accounts held 61% exchange-traded equities, 19% investment grade corporate bonds, 11% cash and equivalents, 5% pooled vehicles (private funds and similar) and 4% other. The 4% other category is described as: Physical Gold and Silver.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns EVT Financial Advisors AG?
EVT Financial Advisors AG’s direct owners are Stefan Hug, Georg Marti and Dino Presta, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 18 May 2026
How does EVT Financial Advisors AG get paid?
EVT Financial Advisors AG 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 EVT Financial Advisors AG?
EVT Financial Advisors AG’s main office is at Stockerstrasse 43, Zurich, Switzerland 8002. Its phone number is 41442042050. Its website is evtfa.com.