Evolution Advisers, Inc.
- Regulatory AUM
- $337M
- Discretionary
- $322M
- Clients
- 168
- Avg AUM / client
- $2.0M
- Accounts
- 991
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 71 | $36.2M | 10.7% |
| High net worth individuals | 96 | $301M | 89.1% |
| Charitable organizations | 1 | $368K | 0.11% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hurt & Proffitt, Inc. 401(k) Profit Sharing Plan Hurt & Proffitt, Inc. | 2024 | |
| Singlestone 401(k) Retirement Plan Dominion Digital, Inc. Dba Singlestone | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Benjamin Clair | Principal | CFP | Feb 2009 (18y) | 50% – 75% |
| David John Obrien | Principal | CFP | Apr 2016 (10y) | 50% – 75% |
| Stephen Elliot Fletcher | Registered representative | CFP | Jan 2022 (5y) | |
| John Basil O'brien | Registered representative | May 2022 (4y) | ||
| Johanna Andrea Moya | Registered representative | Jun 2025 (1y) |
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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hurt & Proffitt, Inc. 401(k) Profit Sharing Plan | Hurt & Proffitt, Inc. | 174 | $15.9M | 01/01/2024 |
| Singlestone 401(k) Retirement Plan | Dominion Digital, Inc. Dba Singlestone | 68 | $15.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 898 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $253M (75% of AUM) Apr 2026
- Altruist Financial $253M (75% of AUM) Apr 2026
- Pershing $169M (73% of AUM) Jun 2024
- Matrix Trust Company $60.0M (32% of AUM) Aug 2022
- TD Ameritrade $18.4M (10% of AUM) Oct 2023
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: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗