Evolve Investment Advisors, Inc. (Austin)

Evolve Investment Advisors, Inc. is a pension cosultant based in Austin. It manages $11.24 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Tennessee, and Texas.

Evolve Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Evolve Investment Advisors: assets under management

The assets under management (AUM) of Evolve Investment Advisors, Inc. is $11.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4397% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $416.36 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Evolve Investment Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Evolve Investment Advisors, Inc.

Donald Clifford Hurwitz has been acting as President since 1 Mar 2008. Carla Jane Reynolds joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bryan Scot Lenoir	President and chief executive officer	1 Feb 2004	Other	4359185
Inc. Evolve Financial Group	Beneficial owner	1 Feb 2004	75% - 100%	20-0588484
Ronald Todd Proctor	Cco & secretary	1 Sep 2004	Other	2903651
Laura May Crosby Brown	Finop	1 Nov 2004	Other	1545513
Randall Lee Malin	Cfo	1 Nov 2004	Other	5075712
Caroline Beyer Austin	President & director	1 Mar 2005	Other	710803
Clint Lewain Beauchamp	Vice president	1 Oct 2005	Other	2859580
Andrew Bernard Cook	Svp/director of marketing	1 Oct 2005	Other	2712307
Isaac John Clement	Secretary	1 Jan 2007	Other	5317089
Carla Jane Reynolds	Chief compliance officer	1 Feb 2008	Other	4641874
Donald Clifford Hurwitz	President	1 Mar 2008	Other	2934017

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bryan Scot Lenoir	Beneficial owner	1 Jan 2004	75% - 100%	4359185
Bryan Scot Lenoir	Shareholder	1 Apr 2005	25% - 50%	4359185

Based in Austin

The principal office where Evolve Investment Advisors, Inc. performs its advisory services is located at 5300 Bee Caves Road, Austin, TX 78746, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-891-9781 or by fax 214-891-9768. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.