Evans Investment Advisors, L.L.C. is a large advisory firm based in Baton Rouge. It manages $146.05 million of regulatory assets for 583 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Louisiana, Mississippi, and Texas.
Evans Investment Advisors, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Evans Investment Advisors, L.L.C. is $146.05 million. The firm's AUM has grown by 157% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Evans Investment Advisors, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Evans Investment Advisors, L.L.C is high net worth individuals with 182 clients and $106.08 million of assets under management. Among the 9 most similar advisory firms, Evans Investment Advisors, L.L.C has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $146.05 million for 411 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Evans Investment Advisors, L.L.C doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Evans Investment Advisors, L.L.C. performs its advisory services is located at 6713 Perkins Road, Baton Rouge, LA 70808, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 225-761-7870 or by fax 225-761-8581. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at evansinvestmentadvisors.com.