Thomas
Ricketts

Evolutionary Tree Capital Management, LLC

CRD#4553716
Investment Advisor
in Alexandria, VA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Ricketts is a chartered financial analyst who works out of Alexandria, Virginia who has 5 years of relevant experience. Ricketts works at Evolutionary Tree Capital Management, LLC. Over the course of their career, they have held roles at Sands Capital Management, LLC, Evolutionary Tree Capital Management LLC and Massachusetts Institute Of Technology. Ricketts is registered to operate in Virginia. Evolutionary Tree Capital Management, LLC is an advisory firm operating out of Alexandria, VA. It has $118 million in total assets between its 108 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 108 customer accounts, 71% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business performs a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Evolutionary Tree Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1199 North Fairfax Street Suite 801
Alexandria, VA 22314

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Evolutionary Tree Capital Management, LLC Brokerage Details

Total Assets Under Management

$117,530,269

VA Average: $1,835,309,194
Total Number of Employees

5

VA Average: 32
Total Number of Accounts

108

VA Average: 1,458
Average Account Size

$1,088,243

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Thomas Ricketts Work History

Thomas has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Evolutionary Tree Capital Management LLC

2016 - 2017 (1 year)

Massachusetts Institute Of Technology

2005 - 2016 (11 years)

Sands Capital Management, LLC

*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 Thomas Ricketts 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 Evolutionary Tree Capital Management, LLC

Andrew Taylor
Alexandria, VA
Thomas Ricketts
Alexandria, VA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started