Advisors at this firm
Daniel B
Series 65
Houston, TX
Evan Capital
Daniel Blum is a Series 65-licensed financial advisor at Evan Capital with 10 years of industry experience. He has held roles at Caneel Consulting, TRE Lodging Investors, and QUAI Ventures, and currently manages Glenhaven Capital LLC and Blum Realty Ventures LLC. Blum serves on the Board of Directors of the Cholangiocarcinoma Foundation, where he chairs the Investment Committee. Evan Capital provides discretionary investment advice and portfolio management primarily to individuals, small businesses, corporations, and charitable funds. The firm uses a data-driven, quantitative, and rules-based approach focusing on ETFs and equities, offering tactical allocations across various asset classes and managing client accounts on a discretionary basis.
Michael M
Series 65
Houston, TX
Evan Capital
Michael Mann is a financial advisor at Evan Capital with a Series 65 designation and eight years of industry experience. He is also a practicing physician in Houston, TX, serving as co-owner and physician at Southampton Medical and Wellness of Houston, PLLC, and working with American Physician Partners. Additionally, Dr. Mann serves as an advisory board member for the University of Houston College of Nursing Nurse Managed Telehealth Clinic. Evan Capital provides discretionary investment advice and portfolio management to individuals, small businesses, corporations, and charitable funds. The firm uses a data-driven, quantitative, and rules-based approach, focusing on ETFs and equities with tactical allocations across various asset classes and manages accounts on a discretionary basis.