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

$337MItem 5.F on the latest filing (2026-04-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$322M

Private client RAUM

$337MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$67.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

991

Individual clients

71

High net worth clients

96

SEC number

801-110783

CRD

149615

Filings on the tape

27

First filed

Jun 8, 2017

Latest filed

Apr 28, 2026

Organised

Corporation, VA

• Occurred

  Jun 7, 2024
  Advisor changed firm

  Jamie Lynn Minton Byram left Evoadvisors for Peace Within Financial (registered 2025-03-17)

  Form ADVobserved 4 days ago
• Occurred

  Jun 8, 2017
  First Form ADV filing

  Evolution Advisers, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3dc1bdbe-2cdc-0b4d-6de3-d240062545a7

First observed

Jun 8, 2017

Last observed

Apr 28, 2026 4 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.