DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
E•••••••••
Legal name E•••••••• A•••••••• I•••
Latest filing Apr 28, 2026
First filing on the tape Jun 8, 2017 · 27 filings
SEC status approved since Jul 10, 2017
RAUM
$337M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
100%
$337M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$67.4M
derived; firm RAUM over IAPD count
Employees
7
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$337M as of Apr 28, 2026
Feb 21, 2018$142M then
HNW client RAUM$301M as of Apr 28, 2026
Feb 21, 2018$71.4M then
State-registered IARs (5.B.3)5 as of Apr 28, 2026
Feb 21, 20183 then
Employees (5.A)7 as of Apr 28, 2026
Feb 21, 20185 then
Private funds: no history
RAUM +24% over the last fiscal year+23% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Apr 28, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $67.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 33derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $340,239derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.5%derived
- Compensation
- fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$301M89%
- Individuals$36.2M11%
- Charitable organizations$368,3550.1%
- Individual clients
- 71reported
- HNW clients
- 96reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 991reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• B••••••• C••••Certified Financial Planner | Richmond, Va | Feb 19, 2009 | 18 y | 1 |
| D•••• J••• O•••••Certified Financial Planner | Richmond, Va | Apr 18, 2016 | 22 y | 3 |
| S•••••• E••••• F•••••••Certified Financial Planner | Richmond, Va | Jan 26, 2022 | 10 y | 2 |
| J••• B•••• O•••••• | Richmond, Va | May 2, 2022 | 12 y | 0 |
| J•••••• A••••• M••• | Richmond, Va | Jun 24, 2025 | 11 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- J•••• L••• M••••• B•••• to P•••• W••••• F••••••••Jun 7, 2024 · RIA to a state-registered adviser
- M•••••• K•••••• P••••• to T•• A••••••• G•••• O• S•• F••••••••• L••Nov 1, 2021 · RIA to RIA
- L••••• K••••••• Z••••••• H••••• to S•••• F•••••••• A•••••••May 29, 2018 · RIA to RIA
Joined, latest
- J•••••• A••••• M••• from B•••••• W••••• A•••••••• L••Jun 24, 2025 · RIA to RIA
- S•••••• E••••• F••••••• from B•••••• W••••• A•••••••• L••Jan 26, 2022 · RIA to RIA
- D•••• J••• O••••• from O•••••• F•••••••• P•••••••• I•••Apr 18, 2016 · Other
- J••• B••••••• C•••• from D•••••• F•••••••• M••••••••• I••Feb 19, 2009 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C••••• J•••• B••••••• · Principalcontrolsince 02/2009 · owns 50% to 75%
- O•••••• D••••• J••• · Principalcontrolsince 04/2016 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Richmond, Va · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Business name · E••••••••• to E•••••••••Jan 23, 2026 to Apr 28, 2026
- Accounts · 1,357 to 991Aug 6, 2025 to Jan 23, 2026
- Advisory employees · 5 to 6Aug 6, 2025 to Jan 23, 2026
- HNW clients · 76 to 96Aug 6, 2025 to Jan 23, 2026
- Individual clients · 87 to 71Aug 6, 2025 to Jan 23, 2026
- Employees · 8 to 7Aug 6, 2025 to Jan 23, 2026
- Discretionary RAUM · $268M to $322MAug 6, 2025 to Jan 23, 2026
- HNW RAUM · $223M to $301MAug 6, 2025 to Jan 23, 2026
- Individual RAUM · $47.7M to $36.2MAug 6, 2025 to Jan 23, 2026
- Non-discretionary RAUM · $3.4M to $15.3MAug 6, 2025 to Jan 23, 2026
- RAUM · $271M to $337MAug 6, 2025 to Jan 23, 2026
- Accounts · 839 to 1,357Jun 10, 2024 to Jan 21, 2025
- Advisory employees · 6 to 5Jun 10, 2024 to Jan 21, 2025
- Charity clients · 2 to 1Jun 10, 2024 to Jan 21, 2025
- HNW clients · 72 to 76Jun 10, 2024 to Jan 21, 2025
- Individual clients · 88 to 87Jun 10, 2024 to Jan 21, 2025
- Employees · 7 to 8Jun 10, 2024 to Jan 21, 2025
- Financial planning clients · 101-250 to 101-250Jun 10, 2024 to Jan 21, 2025
- State-registered IARs · 6 to 5Jun 10, 2024 to Jan 21, 2025
- Discretionary RAUM · $229M to $268MJun 10, 2024 to Jan 21, 2025
- HNW RAUM · $190M to $223MJun 10, 2024 to Jan 21, 2025
- Individual RAUM · $40.1M to $47.7MJun 10, 2024 to Jan 21, 2025
- Non-discretionary RAUM · $3.2M to $3.4MJun 10, 2024 to Jan 21, 2025
- RAUM · $232M to $271MJun 10, 2024 to Jan 21, 2025
- Accounts · 740 to 839Oct 19, 2023 to Feb 27, 2024
- Advisory employees · 5 to 6Oct 19, 2023 to Feb 27, 2024
- Corporate clients · 1.0 to unsetOct 19, 2023 to Feb 27, 2024
- HNW clients · 62 to 72Oct 19, 2023 to Feb 27, 2024
- Individual clients · 72 to 88Oct 19, 2023 to Feb 27, 2024
- State-registered IARs · 4 to 6Oct 19, 2023 to Feb 27, 2024
- Discretionary RAUM · $180M to $229MOct 19, 2023 to Feb 27, 2024
- HNW RAUM · $146M to $190MOct 19, 2023 to Feb 27, 2024
- Individual RAUM · $34.9M to $40.1MOct 19, 2023 to Feb 27, 2024
- Non-discretionary RAUM · $2.4M to $3.2MOct 19, 2023 to Feb 27, 2024
- RAUM · $183M to $232MOct 19, 2023 to Feb 27, 2024
- Accounts · 662 to 740Aug 24, 2022 to Jan 27, 2023
- Advisory employees · 4 to 5Aug 24, 2022 to Jan 27, 2023
- Individual clients · 61 to 72Aug 24, 2022 to Jan 27, 2023
- Employees · 6 to 7Aug 24, 2022 to Jan 27, 2023
- State-registered IARs · 3 to 4Aug 24, 2022 to Jan 27, 2023
Signals
2 dated events
- J•••• L••• M••••• B•••• left Evoadvisors for P•••• W••••• F•••••••• (registered 2025-03-17)Jun 7, 2024 · Advisor changed firm · fact
- E•••••••• A•••••••• I••• filed its initial SEC registration (Form ADV)Jun 8, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 804-794-1981reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/evoadvisersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- E•••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 804-794-1981reportedpublic record, Form ADV, Apr 28, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $67.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026