Evolution Advisers, Inc.
Evo Advisers (sometimes referenced as EVOLUTION ADVISERS, INC.) is an independent, fee-only registered investment adviser headquartered in Richmond, VA. Founded by experienced financial advisors including John Clair, CFP® and David O’Brien, MBA, CFP®, the firm specializes in financial planning and portfolio management services for individuals and families across the U.S. Evo Advisers currently has about 5 employees, reported $271 million in regulatory assets under management (AUM), and serves approximately 166 clients as of their most recent filings. The firm operates as a fiduciary, putting client interests first and avoiding commissions.
Investment Strategy
Evo Advisers embraces a fee-only, fiduciary approach, delivering tailored financial advice based on client needs rather than sales commissions. The firm focuses on comprehensive financial planning and investment management, prioritizing transparency and avoiding conflicts of interest. Each portfolio and plan is designed to align with a client's values and goals, with no account minimums. Investment advice is geared toward long-term financial wellness, emphasizing smart asset allocation and regular portfolio monitoring.
Top Holdings
Equity Positions (145)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 15.55% | $31.7M | 556,290 | $49.40 | $57.01 | +$3.1M |
V VUG | VANGUARD INDEX FDS | 14.52% | $29.6M | 67,454 | $315.07 | $438.40 | +$4.0M |
V VTV | VANGUARD INDEX FDS | 10.98% | $22.4M | 126,023 | $147.99 | $176.74 | +$317.0K |
B BNDX | VANGUARD CHARLOTTE FDS | 10.77% | $22.0M | 443,873 | $53.07 | $49.51 | +$985.0K |
B BSV | VANGUARD BD INDEX FDS | 7.98% | $16.3M | 206,810 | $79.41 | $78.70 | +$565.0K |