Leo H. Evart provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Leo H. Evart reports 240 clients. They include 168 individual clients, 67 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($270M across 732 accounts) are managed with discretion. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 36% |
| High-net-worth individuals | 28% | 50% |
| Pension and profit-sharing plans | 2% | 10% |
| Charitable organizations | Fewer than 5 | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 168 | $97.3M | 36.1% | $579K |
| High-net-worth individuals | 67 | $134M | 49.8% | $2.01M |
| Pension and profit-sharing plans | 5 | $26.1M | 9.7% | $5.23M |
| Charitable organizations | Fewer than 5 | $12.1M | 4.5% | — |
| Total | 240 | $270M | 100% | — |
- Clients
- 168
- Regulatory AUM
- $97.3M
- AUM share
- 36.1%
- Avg. per client
- $579K
- Clients
- 67
- Regulatory AUM
- $134M
- AUM share
- 49.8%
- Avg. per client
- $2.01M
- Clients
- 5
- Regulatory AUM
- $26.1M
- AUM share
- 9.7%
- Avg. per client
- $5.23M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.1M
- AUM share
- 4.5%
- Avg. per client
- —
Total
- Clients
- 240
- Regulatory AUM
- $270M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Leo H. Evart charges 0.25%–1.00% a year for its Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance.
| Asset band | Annual rate |
|---|---|
| $0–$1.5M | 1.00% |
| $1.5M–$3M | 0.75% |
| $3M–$5M | 0.50% |
| $5M and above | 0.25% |
Fee details and sources
Derek Hobbs owns 75% or more of Leo H. Evart. The leadership team of Leo H. Evart includes President Derek Hobbs. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Leo H. Evart, Inc.
Derek Hobbs
since January 2021
Leo H. Evart’s regulatory assets grew from $227M (February 2021) to $270M (March 2026); clients were 240 in both filings and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $270M | 240 | 3 | 2 |
| Mar 2025March 2025 | $239M | 248 | 3 | 2 |
| Mar 2024March 2024 | $216M | 270 | 2 | 2 |
| Mar 2023March 2023 | $186M | 254 | 2 | 2 |
| May 2022May 2022 | $222M | 277 | 2 | 2 |
| Feb 2021February 2021 | $227M | 251 | 2 | 1 |
Besides its headquarters, Leo H. Evart has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
California · 1 listed address
- 3 Lagoon Drive, Suite 155, Redwood CityHQ
Contact and registration details
- Legal name
- Leo H. Evart, Inc.
- Headquarters
- 3 Lagoon Drive, Suite 155, Redwood City, CA 94065
- Website
- eyhadvisers.com
- Phone
- 650-802-0342
- SEC file
- 801-42861
- Structure
- California corporation
- Fiscal year end
- December
Leo H. Evart’s named custodian for separately managed accounts is Charles Schwab ($270M). Leo H. Evart does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Mateo, CA · $270M100%
At year end, Leo H. Evart’s separately managed accounts were mostly in funds (85%). Its reported 13F holdings for the quarter ended 30 June 2026 total $127M across 295 positions; the largest are iShares 0-3 Month Treasury Bond ETF (15.2%), Schwab U.S. Large-cap Growth ETF (9.0%) and Vanguard Value Index Fund ETF Shares (5.4%).
What the accounts hold
- Stocks7%
- Funds85%
- Cash8%
How many clients does Leo H. Evart have?
Leo H. Evart has 240 clients and manages $270 million for them, as of March 2026. They include 168 individual clients, 67 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Leo H. Evart offer?
Leo H. Evart provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, 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
How much does Leo H. Evart charge?
Leo H. Evart charges 0.25%–1.00% a year for its Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance.
Source: DISCLOSURE DOCUMENT FOR ALL CLIENTS, filed 19 March 2026
Which custodians does Leo H. Evart use?
Leo H. Evart’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Mateo, CA), with $270M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Leo H. Evart have?
Leo H. Evart has 2 investment adviser representatives registered with state securities authorities, out of 3 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 Leo H. Evart invest in?
At the end of its last fiscal year, Leo H. Evart’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents and 7% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Leo H. Evart?
Leo H. Evart’s direct owner is Derek Hobbs (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Leo H. Evart get paid?
Leo H. Evart is paid through a percentage of assets under management 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
How do I contact Leo H. Evart?
Leo H. Evart’s main office is at 3 Lagoon Drive, Suite 155, Redwood City, CA 94065. Its phone number is 650-802-0342. Its website is eyhadvisers.com.