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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$226MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$226M

Private client RAUM

$226MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$113Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

195

Individual clients

43

High net worth clients

67

SEC number

801-128734

CRD

327916

Filings on the tape

9

First filed

Aug 15, 2023

Latest filed

Mar 9, 2026

Organised

Limited Liability Company, IL

Website

evansbrook.com

• Occurred

  Oct 3, 2023
  Team lift-out

  2 advisors left Romano Wealth Management (Evanston, IL) for Evansbrook Capital Management on the same day

  Form ADVobserved 5 days ago
  2 advisors
• Occurred

  Aug 15, 2023
  First Form ADV filing

  Evansbrook Capital Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:32a6e1f7-b70b-296f-d159-ad654aacadae

First observed

Aug 15, 2023

Last observed

Mar 9, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.