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CRD 324401
ALPHARETTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Chadd McLane Evans | Chartered Financial Analyst | ALPHARETTA, GA | 3 | 13 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Evans, Chadd, McLane | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | Na | yes | 11/2022 | Apr 28, 2026 | Apr 28, 2026 |
| OVERLAY GROUP, LLC | 100% OWNER OF OVERLAY MANAGEMENT LLC | E | yes | 11/2022 | Apr 28, 2026 | Apr 28, 2026 |
| WAYMAN, BRETT, DANIEL | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MANAGER | Na | yes | 06/2023 | Apr 28, 2026 | Apr 28, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 28, 2026 | $169M | $169M | 16 | 8 | 1 | 40 | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $169M | n/a | n/a | n/a | n/a | 16 | n/a | 1 | n/a |