Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

R.L. EVANS CO. INC.

dba EVANS CAPITAL MANAGEMENT ASSOCIATES · CRD 110699 · Registered Investment Adviser

Custody via related person

R.L. EVANS CO. INC. is a Registered Investment Adviser headquartered in BELLEVUE, WA. The firm reports $544,995,366 in regulatory assets under management across 1,040 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$480,544,225
Non-discretionary$64,451,141
Total RAUM$544,995,366
Accounts1,040

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 110699. adviserinfo.sec.gov/firm/summary/110699.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.