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EVANS CAPITAL MANAGEMENT ASSOCIATES

BELLEVUE, WA · CRD 110699 · IAPD ↗ · rlevansco.com · 425-455-0501

$682.6MRegulatory AUM
3Advisory reps
3Employees
50Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — EVANS CAPITAL MANAGEMENT ASSOCIATES notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
August 2026 — EVANS CAPITAL MANAGEMENT ASSOCIATES reported RAUM up 25% ($545.0M -> $682.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
April 2026 — EVANS CAPITAL MANAGEMENT ASSOCIATES changed its website from rlevansco.net to rlevansco.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2026 — EVANS CAPITAL MANAGEMENT ASSOCIATES notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — EVANS CAPITAL MANAGEMENT ASSOCIATES notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
July 2025 — EVANS CAPITAL MANAGEMENT ASSOCIATES crossed $500M in regulatory AUM ($463.9M -> $545.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
November 2024 — EVANS CAPITAL MANAGEMENT ASSOCIATES notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2024 — EVANS CAPITAL MANAGEMENT ASSOCIATES notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
August 2024 — EVANS CAPITAL MANAGEMENT ASSOCIATES reported RAUM up 63% ($284.8M -> $463.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.