Evoke Wealth, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 300856
· SEC file 801-115290
· Los Angeles, CA
· mai.capital.evoke-advisors
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ADV data as of Jul 10, 2026
- Regulatory AUM
- $17.3B
- Discretionary
- $14.4B
- Clients
- 968
- Avg AUM / client
- $17.9M
- Accounts
- 12,528
- Employees
- 96
AUM over time
$0
$27.7B
Dec 2018
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Asset allocation (SMA assets by investment type)
as of Jul 10, 2026
Registered investment companies (funds/ETFs)
$8.1B
47%
Pooled investment vehicles
$6.2B
36%
Exchange-traded equities
$1.0B
6%
Cash & equivalents
$1.0B
6%
State & local bonds
$519M
3%
US government & agency bonds
$346M
2%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 874 | $12.1B | 69.9% |
| Pooled investment vehicles (non-investment companies) | 23 | $3.0B | 17.2% |
| Pension and profit sharing plans | 20 | $492M | 2.85% |
| Charitable organizations | 29 | $1.2B | 7.16% |
| Corporations and other businesses | 4 | $225M | 1.3% |
| Other | 18 | $276M | 1.59% |
Private funds (22)
View all →Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $2.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Advanced Research Alpha Fund, L.P. | Hedge Fund | Delaware | $394M | 160 |
| Advanced Research Alpha Fund, Ltd. | Hedge Fund | British Virgin Islands | $245M | 59 |
| Evoke Secondaries Iv (Br V), Lp | Other Private Fund | Delaware | $177M | 331 |
| Evoke Multifamily Fund Ii (Jrk5), Lp | Real Estate Fund | Delaware | $163M | 288 |
| Evoke Equity Growth Fund I, Lp | Other Private Fund | Delaware | $155M | 280 |
| Evoke Real Estate Co Gp Fund I (Tripost), Lp | Real Estate Fund | Delaware | $141M | 279 |
| Evoke Multifamily Fund (Jrk4), Lp | Real Estate Fund | Delaware | $121M | 226 |
| Evoke Industrial Real Estate Fund I | Real Estate Fund | Delaware | $111M | 165 |
| Evoke Dislocation Opportunities, Lp | Other Private Fund | Delaware | $108M | 233 |
| Evoke Secondaries Fund Iii (Khp Iv), Lp | Other Private Fund | Delaware | $99.3M | 143 |
| Evoke Secondaries (Br), Lp | Other Private Fund | Delaware | $98.5M | 158 |
| Evoke Secondaries V (Khp), Lp | Other Private Fund | Delaware | $96.7M | 204 |
| Evoke Secondaries Fund Ii (Br) | Other Private Fund | Delaware | $90.3M | 152 |
| Evoke Industrial Real Estate Fund Ii (Dermody) | Real Estate Fund | Delaware | $88.1M | 188 |
| Evoke Innovation Fund I, Lp | Other Private Fund | Delaware | $69.5M | 163 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Motion Picture Industry Pension Plan Board Of Directors, Motion Picture Industry Pension | 2024 | |
| Motion Picture Industry Individual Account Plan Board Of Directors, Motion Picture Industry Pension | 2024 | |
| Allianz Asset Management Of America 401(k) Savings And Retirement Plan Allianz Asset Management Of America Llc | 2024 | |
| Basic Pension Plan For Employees Of Jewish Federation Council Of Greater Los Angeles Jewish Federation Council Of Greater Los Angeles | 2024 |
People (44)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Chih Hou | Managing Partner | May 2019 (7y) | ≈ 18.75% – 50% via Evoke Holdings, Llc | |
| Kelso, Daniel, Arlin | Partner | May 2019 (7y) | Less than 5% | |
| Mark Elliott Sear | Managing Partner | Jun 2019 (7y) | Less than 5% | |
| Alex Nmn Shahidi | Managing Partner | CFP Chartered Financial Consultant CFA | May 2020 (6y) | Less than 5% |
| Damien Adam Bisserier | Managing Partner | Jun 2020 (6y) | Less than 5% | |
| Andrew Douglas Palmer | Managing Partner | Sep 2020 (6y) | Less than 5% | |
| Darell Leonard Krasnoff | Managing Partner | Sep 2020 (6y) | Less than 5% | |
| Eagle, Jane, Frances | Chief Financial Officer And Chief Operating Officer | Sep 2020 (6y) | Less than 5% | |
| Eric Scott Bright | Managing Partner | Sep 2020 (6y) | Less than 5% | |
| Waters, Brian, Hancock | Chief Compliance Officer And General Counsel | Feb 2024 (3y) | Less than 5% | |
| Kim Pfeifer Ip | Registered representative | Jun 2019 (7y) | ||
| Jason Eric Lefton | Registered representative | Jun 2019 (7y) | ||
| Jeffrey Scott Dore | Registered representative | Jun 2019 (7y) | ||
| Monika Hanssen Mugg | Registered representative | CFP | Jun 2019 (7y) | |
| Peter Cherng Tsu Chang | Registered representative | Jun 2019 (7y) | ||
| Melanie C Jones | Registered representative | Jun 2019 (7y) | ||
| Kareem Amer Hout | Registered representative | CFA | Mar 2020 (6y) | |
| Phuong Thuy Thi Dinh | Registered representative | Dec 2020 (6y) | ||
| Dillon James Christensen | Registered representative | Jan 2021 (6y) | ||
| Michael Robert Brimhall | Registered representative | Aug 2021 (5y) | ||
| Tyler Justin Jones | Registered representative | Dec 2021 (5y) | ||
| Alexander Ray | Registered representative | May 2022 (4y) | ||
| Zackary John Flodeen | Registered representative | CFP | Sep 2023 (3y) | |
| Sergio Michael Villavicencio | Registered representative | Nov 2023 (3y) | ||
| Matthew Elliott Sear | Registered representative | Nov 2023 (3y) | ||
| Jonathan Blanchard Figlin | Registered representative | CFA | Apr 2024 (2y) | |
| Joseph Aron Warsavsky | Registered representative | Oct 2024 (2y) | ||
| Lawrence Scott Abrahams | Registered representative | Oct 2024 (2y) | ||
| Nicholas D Ravden | Registered representative | Oct 2024 (2y) | ||
| Jonathan Clark Boyack | Registered representative | Nov 2024 (2y) | ||
| Nicolas Vidas | Registered representative | CFA | Dec 2024 (2y) | |
| Elliott James Brack | Registered representative | Jan 2025 (2y) | ||
| Tania L Gordon | Registered representative | CFP | Jan 2025 (2y) | |
| Molly Ann Ciprari | Registered representative | Feb 2025 (1y) | ||
| Gary Duane Runnells | Registered representative | Jul 2025 (1y) | ||
| Justin Patrick Amrein | Registered representative | Aug 2025 (1y) | ||
| Ajeya Kukreja | Registered representative | CFP | Oct 2025 (1y) | |
| Michael Allen Hatfield | Registered representative | Oct 2025 (1y) | ||
| David Alexander Moreno | Registered representative | Jan 2026 (1y) | ||
| Lara Kemper | Registered representative | Feb 2026 (0y) | ||
| Carley Elizabeth Bohn | Registered representative | Jun 2026 (0y) | ||
| Brian Stephen Sears | Registered representative | Jun 2026 (0y) | ||
| Jeffrey Alan Fritts | Registered representative | Jun 2026 (0y) | ||
| Scott William Phillips | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Evoke Holdings, Llc | Managing Member | Jan 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- David Chih Hou: 25% – 50% of Evoke Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Private funds (22, $2.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Advanced Research Alpha Fund, L.P. | Hedge Fund | $394M | $1.0M | 160 |
| Advanced Research Alpha Fund, Ltd. | Hedge Fund | $245M | $1.0M | 59 |
| Evoke Secondaries Iv (Br V), Lp | Other Private Fund | $177M | $500K | 331 |
| Evoke Multifamily Fund Ii (Jrk5), Lp | Real Estate Fund | $163M | $500K | 288 |
| Evoke Equity Growth Fund I, Lp | Other Private Fund | $155M | $100K | 280 |
| Evoke Real Estate Co Gp Fund I (Tripost), Lp | Real Estate Fund | $141M | $500K | 279 |
| Evoke Multifamily Fund (Jrk4), Lp | Real Estate Fund | $121M | $500K | 226 |
| Evoke Industrial Real Estate Fund I | Real Estate Fund | $111M | $500K | 165 |
| Evoke Dislocation Opportunities, Lp | Other Private Fund | $108M | $500K | 233 |
| Evoke Secondaries Fund Iii (Khp Iv), Lp | Other Private Fund | $99.3M | $500K | 143 |
| Evoke Secondaries (Br), Lp | Other Private Fund | $98.5M | $500K | 158 |
| Evoke Secondaries V (Khp), Lp | Other Private Fund | $96.7M | $500K | 204 |
| Evoke Secondaries Fund Ii (Br) | Other Private Fund | $90.3M | $500K | 152 |
| Evoke Industrial Real Estate Fund Ii (Dermody) | Real Estate Fund | $88.1M | $500K | 188 |
| Evoke Innovation Fund I, Lp | Other Private Fund | $69.5M | $500K | 163 |
| Evoke Opportunistic Real Estate Fund I, Lp | Other Private Fund | $58.6M | $500K | 112 |
| Evoke Royalty Solutions Fund | Other Private Fund | $56.6M | $500K | 169 |
| Evoke Software Buyout Fund (Mainsail Vi), Lp | Other Private Fund | $49.4M | $500K | 132 |
| Evoke Healthcare Real Estate Fund I (Hp Iv), Lp | Real Estate Fund | $49.2M | $500K | 122 |
| Evoke Private Equity Opportunities Fund I, Lp | Other Private Fund | $48.9M | $500K | 65 |
| Evoke Gp Seeding Fund I Lp | Other Private Fund | $48.7M | $500K | 135 |
| Evoke Real Estate Credit Fund 1, Lp | Real Estate Fund | $47.9M | $500K | 81 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Motion Picture Industry Pension Plan | Board Of Directors, Motion Picture Industry Pension | 61,464 | $5.9B | 01/01/2024 |
| Motion Picture Industry Individual Account Plan | Board Of Directors, Motion Picture Industry Pension | 61,140 | $6.2B | 01/01/2024 |
| Allianz Asset Management Of America 401(k) Savings And Retirement Plan | Allianz Asset Management Of America Llc | 2,228 | $2.2B | 01/01/2024 |
| Basic Pension Plan For Employees Of Jewish Federation Council Of Greater Los Angeles | Jewish Federation Council Of Greater Los Angeles | 89 | $136M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 5.38 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
- • Fixed fees
- • Other fees
- • ADMIN SERVICE, FINANCIAL PLANNING,SUB-ADVISORY FEES,TAX PLANNIN
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Clearing And Custody Solutions $8.5B (49% of AUM) Jul 2026
- Charles Schwab & Co. $1.7B (10% of AUM) Jul 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: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗