Daniel
Evans
Strategy Cap, LLC
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About this Advisor
Daniel Evans is a financial advisor working out of Bend, Oregon who has 1 year of relevant experience. Evans is on the advisory team at Strategy Cap, LLC. During their career, the advisor has held roles at Commonwealth Financial Network, Brooks Financial Advisors, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Strategy Cap LLC. Evans holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oregon, Texas and Washington. Strategy Cap, LLC is a firm based out of Bend, OR. It handles $48 million in assets across its 114 client accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 114 customer accounts, 51% are held by high-net-worth individuals who have at least $1 million in assets. Strategy Cap, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees usually are based on which services the firm provides the client. However, fee types charged by Strategy Cap, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategy Cap, LLC Brokerage Details
$48,118,719
2
114
$422,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Evans Work History
Daniel has been registered as a financial advisor for 1 years.*
Strategy Cap LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Commonwealth Financial Network
Brooks Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Evans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategy Cap, LLC
Bend, OR
Bend, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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