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EVIDENCE ADVISORS INVESTMENT MANAGEMENT
EVIDENCE ADVISORS, LLC
CRD 282234
7 UPPER BALCONES ROAD, BOERNE, TX, 78006, United States
Phone
210-591-1170
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$78.0M
Discretionary AUM
$53.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $15.2M |
| High net worth individuals | 15 | $36.8M |
| Pension/profit sharing plans | 14 | $26.0M |
All web addresses on file
Official SEC filing: View on IAPD