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.
SEC-registered adviser
Evident Financial
Legal name Allstreet Financial, LLC
Latest filing Aug 13, 2026
First filing on the tape Apr 30, 2026 · 2 filings
SEC status approved since Apr 6, 2026
RAUM
$150M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
74%
$111M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$74.9M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$150M as of Aug 13, 2026
Apr 30, 2026$150M then
HNW client RAUM$93.3M as of Aug 13, 2026
Apr 30, 2026$93.3M then
State-registered IARs (5.B.3)2 as of Aug 13, 2026
Apr 30, 20263 then
Employees (5.A)2 as of Aug 13, 2026
Apr 30, 20263 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 13, 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
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $74.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 40derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $706,204derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 26%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$93.3M62%
- Pension and profit-sharing plans$32.1M21%
- Individuals$17.4M12%
- Charitable organizations$6.9M4.6%
- Corporations and businesses$125,8460.1%
- Individual clients
- 48reported
- HNW clients
- 31reported
- Pension plan clients
- 11reported
- Charitable clients
- n/areported
- Accounts
- 212reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.74 fund_share=0.0 institutional_share=0.26 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Richard MakowskiCertified Financial Planner | Erie, Pa | Mar 1, 2021 | 11 y | 0 |
| Joseph Michael Knox | Erie, Pa | Oct 16, 2024 | 14 y | 0 |
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 headcount0 left over 36 months
Left, latest
- Eric Jeffrey Presogna to One-Up Financial LLCSep 14, 2020 · Other
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
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 |
|---|---|---|---|---|---|
| Erie, Pa · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 3 to 2Apr 30, 2026 to Aug 13, 2026
- Employees · 3 to 2Apr 30, 2026 to Aug 13, 2026
- State-registered IARs · 3 to 2Apr 30, 2026 to Aug 13, 2026
Signals
No event on the tape.
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 email
- joe@evidentfinancial.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 814-425-5182reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 814-833-3862reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/EVIDENT-FINANCIALreportedpublic record, Form ADV, Sep 18, 2026
- Website
- EVIDENTFINANCIAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (814) 425-5182reportedpublic record, Form ADV, Aug 13, 2026
- Contact form
- evidentfinancial.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- evidentfinancial.com/team/richard-makowskireportedpublished by the firm, firm site, Sep 16, 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
- $74.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026