← Tributary

EVOADVISORS

RICHMOND, VA · CRD 149615 · IAPD ↗ · 804-794-1981

$337.2MRegulatory AUM
6Advisory reps
7Employees
1Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
May 2026 — EVOADVISERS is now doing business as EVOADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
February 2026 — EVOADVISERS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — EVOADVISERS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — EVOADVISERS reported RAUM up 27% ($182.7M -> $231.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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