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EVENSKY & KATZ, LLC, CRD 109698
CORAL GABLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DEANA LYNN KELLY | Certified Financial Planner | CORAL GABLES, FL | 24 | 30 | n/a | no |
| MATTHEW A MCGRATH | Certified Financial Planner | CORAL GABLES, FL | 24 | 28 | n/a | no |
| LANE MCMASTER JONES | Certified Financial Planner|Chartered Financial Analyst | CORAL GABLES, FL | 21 | 28 | n/a | no |
| BRETT DAVID HOROWITZ | Certified Financial Planner | CORAL GABLES, FL | 20 | 22 | 1 | no |
| TAYLOR MILTON GANG | Certified Financial Planner | CORAL GABLES, FL | 19 | 19 | 1 | no |
| JOHN RYAN SALTER | Certified Financial Planner | Lubbock, TX | 18 | 21 | n/a | no |
| DAVID LEE GARCIA | Certified Financial Planner | CORAL GABLES, FL | 18 | 18 | n/a | no |
| JOSHUA DANIEL MUNGAVIN | Certified Financial Planner | CORAL GABLES, FL | BELLEVUE, WA | 13 | 17 | 1 | no |
| ROXANNE LOUISE ALEXANDER | Certified Financial Planner | CORAL GABLES, FL | 12 | 22 | 1 | no |
| STEVEN MICHAEL FOLDES | Certified Financial Planner | CORAL GABLES, FL | 12 | 30 | 2 | no |
| MICHAEL DEAN HOEFLINGER | Certified Financial Planner | CORAL GABLES, FL | 12 | 32 | 4 | no |
| ANNE ELISE BEDNARZ | Certified Financial Planner | CORAL GABLES, FL | Lubbock, TX | 12 | 12 | n/a | no |
| KATHERINE SOJO-TRUJILLO | Certified Financial Planner | CORAL GABLES, FL | 11 | 11 | n/a | no |
| MICHAEL CLARK WALSH | Certified Financial Planner | CORAL GABLES, FL | 9 | 10 | n/a | no |
| MARCOS ANDRES SEGRERA | Certified Financial Planner | CORAL GABLES, FL | 8 | 14 | 2 | no |
| KAYLYN NICOLE ADAMS | Certified Financial Planner | Lubbock, TX | 7 | 13 | n/a | no |
| FLAVIO GUILLERMO LANDIVAR | Certified Financial Planner | CORAL GABLES, FL | 3 | 12 | 2 | no |
| Alejandro Javier Ruiz | Certified Financial Planner | CORAL GABLES, FL | 3 | 10 | 1 | no |
| Michael Richard Antczak | Certified Financial Planner | CORAL GABLES, FL | 2 | 14 | 4 | no |
| MARCUS CARBAJAL | Certified Financial Planner | CORAL GABLES, FL | 1 | 12 | n/a | no |
| ASHER BLAKE CARRELL | Certified Financial Planner | CORAL GABLES, FL | 1 | 12 | n/a | no |
| Joseph M Tribuiani | Certified Financial Planner | CORAL GABLES, FL | 0 | 16 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| EVENSKY, DAVID, SAMUEL | MANAGEMENT COMMITTEE MEMBER | B | yes | 07/2014 | Mar 19, 2026 | Mar 19, 2026 |
| GANG, TAYLOR, MILTON | MANAGEMENT COMMITTEE MEMBER | A | yes | 07/2014 | Mar 19, 2026 | Mar 19, 2026 |
| GARCIA, DAVID, LEE | MANAGEMENT COMMITTEE MEMBER | A | yes | 07/2014 | Mar 19, 2026 | Mar 19, 2026 |
| HOROWITZ, BRETT, DAVID | WEALTH MANAGER | B | yes | 07/2014 | Mar 19, 2026 | Mar 19, 2026 |
| JONES, LANE, MCMASTER | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | yes | 07/2014 | Mar 19, 2026 | Mar 19, 2026 |
| MCGRATH, MATTHEW, A | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | yes | 07/2014 | Mar 19, 2026 | Mar 19, 2026 |
| SALTER, KATHRYN, JEAN | MANAGEMENT COMMITTEE MEMBER, CHIEF FINANCIAL OFFICER | Na | yes | 03/2019 | Mar 19, 2026 | Mar 19, 2026 |
| Judd, Rebecca, A | CHIEF COMPLIANCE OFFICER | Na | no | 01/2026 | Mar 19, 2026 | Mar 19, 2026 |
| SALTER, JOHN, RYAN | WEALTH MANAGER | A | no | 10/2020 | Mar 19, 2026 | Mar 19, 2026 |
| BIELOW, MARIA, CHAVES | CHIEF COMPLIANCE OFFICER | Na | no | 10/2004 | Feb 8, 2012 | Sep 20, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 3 | no |
| Bellevue | Wa | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 19, 2026 | $3.2B | $3.2B | 44 | 4 | 2 | n/a | n/a |
| 2024 | Apr 1, 2025 | $3.1B | $3.1B | 38 | 2 | 3 | n/a | n/a |
| 2023 | Mar 29, 2024 | $2.9B | $2.9B | 38 | 20 | 2 | n/a | n/a |
| 2022 | Mar 31, 2023 | $2.6B | $2.6B | 38 | 19 | 2 | n/a | n/a |
| 2021 | Mar 31, 2022 | $2.7B | $2.7B | 35 | 19 | 2 | n/a | n/a |
| 2020 | Mar 26, 2021 | $2.4B | $2.4B | 31 | 19 | 2 | n/a | n/a |
| 2019 | Mar 30, 2020 | $2.1B | $2.1B | 30 | 20 | 1 | n/a | n/a |
| 2018 | Mar 19, 2019 | $1.7B | $1.7B | 30 | 29 | 1 | n/a | n/a |
| 2017 | Mar 29, 2018 | $1.8B | $1.8B | 19 | 19 | 1 | n/a | n/a |
| 2016 | Jan 23, 2017 | $1.6B | $1.6B | 28 | 17 | n/a | n/a | n/a |
| 2015 | Jan 13, 2016 | $1.4B | $1.4B | 28 | 13 | n/a | n/a | n/a |
| 2014 | Feb 24, 2015 | $1.6B | $1.6B | 25 | 13 | n/a | n/a | n/a |
| 2013 | Mar 18, 2014 | $904M | $901M | 14 | 9 | n/a | n/a | n/a |
| 2012 | Feb 1, 2013 | $759M | $748M | 13 | 7 | n/a | n/a | n/a |
| 2011 | Feb 8, 2012 | $757M | $741M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 4.5% | 0 | 0 | 0 | 2 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.2B | $3.1B | 2.4% | $2.6B | 6.7% | 44 | 38 | 2 | 3 |