Evolution Advisers, Inc.

Evolution Advisers, Inc.

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15521 Midlothian Turnpike, Suite 102

Midlothian, VA 23113

804-794-1981

evoadvisers.com

No. advisers: 5

AUM: $149,056,908

Asset Breakdown

Staff
Employees 5
Clients
High-net-worth individuals 26-50%
Financial planning clients 101-250
High-net-worth client assets Up to 50%
Compensation
Percentage of assets under management No
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $110,410,769 555 $198,938
Non-discretionary 38646139 18 $2,147,008
Total $149,056,908 573 $260,134

Is Reg BI headed for the courts?

February 22, 2019 - Opponents of the Labor Department's fiduciary rule killed it last year in the courtroom. Those set to fight the Securities and Exchange Commission's coming advice reform regulation might also brandish the legal sword to see if it cuts both ways. The DOL...

DOL fiduciary rule compliance a worry for fee-only financial planners

May 22, 2016 - Fee-only advisers already follow the spirit of the Labor Department's new best-interest rule on retirement advice, but they are worried about additional compliance hoops they'll need to jump through to show regulators they are fiduciaries. A couple of...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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