Evoke Advisors
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Learn more about Evoke Advisors
Overview
Evoke Advisors is located at 10635 Santa Monica Blvd., Los Angeles, CA. The firm employs 25 financial advisors to manage client portfolios and provide financial guidance. Evoke Advisors is not a registered broker-dealer.
Evoke Advisors oversees $13.4 billion in assets under management across 9,915 accounts, of which 8,821 are discretionary and 1,094 are non-discretionary. Over the past year, the firm has provided financial planning services to between 11 and 25 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The firm caters to high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Evoke Advisors includes asset-based, fixed, and other fees. The firm has 775 high net worth clients.
Evoke Advisors is registered in the states of Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Evoke Advisors by the Numbers
$13.4 billion
63
9,915
$1.3 million
Products and Services
Evoke Advisors provides a number of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. In the last financial year, Evoke Advisors provided financial planning services to 45621 of its accounts. It is not engaged in selling products or offering services aside from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely depend on which services are provided. Fees billed by Evoke Advisors most likely consist of some blend of the following fee structures: asset-based, fixed, or other.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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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 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company does business with a number of different clients. The firm works with high net worth investors, pooled investment vehicles, pension plans, charitable organizations, corporations, and other. Out of its 6 clients, Evoke Advisors's biggest client type by number of accounts is high net worth investors, but it also manages money for 775 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 90.54%
- Other Individuals - 0%
- Corporations - 6.19%
- Charitable Organizations - 3.27%
* 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
Evoke Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Evoke Advisors
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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