Cheryl
Hansford

Evans Capital Management Associates

CRD#7318833
Investment Advisor
in Bellevue, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Cheryl Hansford is a financial advisor based in Bellevue, Washington, working with Evans Capital Management Associates. Cheryl has previously held positions at Evans Capital Management Associates, Kimpton Hotels & Restaurants, Tcs World Travel, Columbia Hospitality, Sls Seattle, Roche Harbor Resort, Teatro Restaurant, and Rosario Resort & Spa. Cheryl has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Cheryl is part of Evans Capital Management Associates, which operates out of Bellevue, Washington. The firm has 3 employees and manages assets totaling $284.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Evans Capital Management Associates includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3535 Factoria Blvd Se Suite 120
Bellevue, WA 98006

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.

Evans Capital Management Associates Brokerage Details

Total Assets Under Management

$284,834,000

WA Average: $3,566,627,242
Total Number of Employees

3

WA Average: 46
Total Number of Accounts

801

WA Average: 1,499
Average Account Size

$355,598

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Cheryl Hansford Work History

2020 - Present (4 years)

Evans Capital Management Associates

2019 - 2020 (1 year)

Kimpton Hotels & Restaurants

2018 - 2019 (1 year)

Tcs World Travel

2017 - 2018 (1 year)

Columbia Hospitality

2017 - 2017 (< 1 year)

Sls Seattle

2016 - 2016 (< 1 year)

Roche Harbor Resort

2015 - 2016 (1 year)

Columbia Hospitality

2015 - 2015 (< 1 year)

Teatro Restaurant

2014 - 2014 (< 1 year)

Rosario Resort & Spa

Disclosures

Please visit the SEC profile of Cheryl Hansford 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 Evans Capital Management Associates

Cheryl Hansford
Bellevue, WA
Brian Leach
Bellevue, WA
Dallas Evans
Bellevue, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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