Evensky & Katz, Llc
- Regulatory AUM
- $3.2B
- Discretionary
- $3.2B
- Clients
- 1,188
- Avg AUM / client
- $2.7M
- Accounts
- 5,801
- Employees
- 44
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 402 | $142M | 4.41% |
| High net worth individuals | 763 | $2.9B | 90.3% |
| Pension and profit sharing plans | 4 | $41.0M | 1.28% |
| Charitable organizations | 8 | $76.2M | 2.37% |
| Corporations and other businesses | 11 | $51.1M | 1.59% |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew A Mcgrath | Management Committee Member, Managing Partner | CFP | Apr 2002 (24y) | 10% – 25% |
| Bielow, Maria, Chaves | Chief Compliance Officer | Oct 2004 (22y) | Less than 5% | |
| Lane Mcmaster Jones | Management Committee Member, Chief Investment Officer | CFP CFA | Jan 2005 (22y) | 10% – 25% |
| Brett David Horowitz | Management Committee Member | CFP | Mar 2006 (20y) | 10% – 25% |
| Taylor Milton Gang | Management Committee Member | CFP | Sep 2007 (19y) | 5% – 10% |
| John Ryan Salter | Wealth Manager | CFP | Jan 2008 (19y) | 5% – 10% |
| David Lee Garcia | Management Committee Member | CFP | Aug 2008 (18y) | 5% – 10% |
| Evensky, David, Samuel | Management Committee Member | Jul 2014 (12y) | 10% – 25% | |
| Salter, Kathryn, Jean | Management Committee Member | Mar 2019 (7y) | Less than 5% | |
| Deana Lynn Kelly | Registered representative | CFP | Apr 2002 (24y) | |
| Joshua Daniel Mungavin | Registered representative | CFP | Jun 2013 (13y) | |
| Roxanne Louise Alexander | Registered representative | CFP | Jun 2014 (12y) | |
| Steven Michael Foldes | Registered representative | CFP | Jul 2014 (12y) | |
| Michael Dean Hoeflinger | Registered representative | CFP | Jul 2014 (12y) | |
| Anne Elise Bednarz | Registered representative | CFP | Aug 2014 (12y) | |
| Katherine Sojo Trujillo | Registered representative | CFP | May 2015 (11y) | |
| Michael Clark Walsh | Registered representative | CFP | Aug 2017 (9y) | |
| Marcos Andres Segrera | Registered representative | CFP | Jun 2018 (8y) | |
| Kaylyn Nicole Adams | Registered representative | CFP | Aug 2019 (7y) | |
| Flavio Guillermo Landivar | Registered representative | CFP | Nov 2022 (4y) | |
| Alejandro Javier Ruiz | Registered representative | CFP | Mar 2023 (3y) | |
| Michael Richard Antczak | Registered representative | CFP | Jan 2024 (3y) | |
| Asher Blake Carrell | Registered representative | CFP | Jul 2025 (1y) | |
| Marcus Carbajal | Registered representative | CFP | Jul 2025 (1y) | |
| Joseph M Tribuiani | Registered representative | CFP | Nov 2025 (1y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $3.1B (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗