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Evart does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Derek Hobbs","title":"President/Chief Compliance Officer","crd":"1619759"}],"ownership":[{"label":"Derek Hobbs","detail":"President/chief compliance officer in the 75% or more ownership band, since January 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"3 Lagoon Drive, Suite 155","city":"Redwood City","headquarters":true}]}],"brochureServices":["estate planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"650-802-0342","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":7},{"label":"Securities issued by registered investment companies or business development companies","percent":85},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"19 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/110263/PDF/110263.pdf","brochureDate":"19 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022184","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 Leo H. Evart have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Leo H. Evart offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Leo H. Evart charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Leo H. Evart use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Leo H. Evart have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Leo H. Evart invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Leo H. Evart?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Leo H. Evart get paid?","answer":"Leo H. Evart is paid through a percentage of assets under management and fixed fees. 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