Evans Investment Advisors, L.L.C.
- Regulatory AUM
- $391M
- Discretionary
- $382M
- Clients
- 508
- Avg AUM / client
- $769K
- Accounts
- 800
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 180 | $34.1M | 8.71% |
| High net worth individuals | 281 | $321M | 82.2% |
| Pension and profit sharing plans | 2 | $4.2M | 1.08% |
| Charitable organizations | 3 | $10.0M | 2.55% |
| Corporations and other businesses | 42 | $21.4M | 5.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Baton Rouge Clinic (A Medical Corporation) 401(k) Profit Sharing Plan The Baton Rouge Clinic (A Medical Corporation) | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Wade Evans | Managing Member | CFP | Mar 2008 (18y) | 75% or more |
| Barton Thomas Evans | Managing Member | CFP | Jan 2010 (17y) | 10% – 25% |
| Ford, Fox, Arrington | Cco | Jan 2017 (10y) | Less than 5% | |
| Christopher Frost Naquin | Registered representative | Jun 2022 (4y) |
Undisclosed: 0% – 15% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Baton Rouge Clinic (A Medical Corporation) 401(k) Profit Sharing Plan | The Baton Rouge Clinic (A Medical Corporation) | 605 | $192M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 909 KB | 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
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $241M (62% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 26, 2026.
View current Form ADV (SEC/IAPD) ↗