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EVANS INVESTMENT ADVISORS, L.L.C.

6713 Perkins Road
Baton Rouge, Louisiana 70808
Tel: 225-761-7870

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About EVANS INVESTMENT ADVISORS, L.L.C.

EVANS INVESTMENT ADVISORS, LLC, formally registered with the SEC as EVANS INVESTMENT ADVISORS, LLC. The firm was established in 07/31/2008. They have over 1 offices throughout the country.

EVANS INVESTMENT ADVISORS, L.L.C. is a Baton Rouge, Louisiana based Financial Planning firm with nearly $289,717,637 assets under management, offering retirement planning & investment advisory services to 708 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#147000
SEC#801-69405
Assets Managed by Firm$289,717,637
No. of Clients708
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total708$289,717,637
Individuals (other than high net worth individuals)165$28,942,120
High net worth individuals252$228,685,367
Pension and profit sharing plans5$4,947,104
Charitable organizations3$9,117,304
Corporations or other businesses37$18,025,742

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