Evolution Capital Management LLC
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Overview
Evolution Capital Management LLC is a financial advisor firm headquartered in Crystal Bay, Nevada. The firm manages $645.9 million in total assets throughout six customer accounts, placing it among the bigger firms in the country by assets under management (AUM). Evolution Capital Management LLC has a small group, including 2 financial advisors. Evolution Capital Management LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as equities, options and bonds.
Evolution Capital Management LLC administers all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell decisions are made by a portfolio manager without requiring the customer's authorization. The advisory firm manages roughly $107.7 million in assets for each customer account. The average financial advisor at Evolution Capital Management LLC oversees about three client accounts, placing it among the most individualized financial advisor firms in the country.
The company's main office is at 10 Stateline Road, Crystal Bay, Nevada 89402. The firm is permitted to provide services to customers throughout 2 states, including California and Nevada.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Evolution Capital Management LLC by the Numbers
$645.9 million
13
6
$107.7 million
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. Fees charged by Evolution Capital Management LLC typically consist of the following fee type: performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Evolution Capital Management LLC.
Available
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its six customers, Evolution Capital Management LLC's largest client by number of accounts is pooled investment vehicles. Around 83% of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Evolution Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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