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Evan Capital

Updated today

Client assets under management

$13,655,304

Clients

25

28% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

13

Very Low

Average account size

$546,212

About

Evan Capital provides discretionary investment advice and portfolio management to individuals, small businesses, corporations, and charitable funds. The firm is a small advisory practice with two advisors managing roughly $13.7 million across about 25 client accounts and generally operates on an asset-based management arrangement with custody through a major custodian.

The firm employs a data-driven, quantitative and rules-based approach that emphasizes exchange-traded funds and equities, with tactical allocations that can include REITs, MLPs, commodities, and investment-grade bonds depending on the program. Its program lineup includes a Core set of tactical growth and growth-and-income strategies and a Disruptive Innovation Program focused on high-growth secular themes via ETFs; Evan Capital conducts company-level due diligence and manages client accounts on a discretionary basis.

A distinctive aspect of the firm is that a principal is also an owner and manager of a separately registered commodity pool operator and commodity trading advisor, registered with the Commodity Futures Trading Commission and a member of the National Futures Association, which is a rare affiliation for firms of this size. The firm does not participate in wrap fee programs and states it does not charge performance-based incentive fees, which may be relevant when comparing its compensation and product structure to peers.

Client services

Portfolio management

Expertise

Passive / index investing Real estate investing Active portfolio management

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Fee options

Percentage

$0+: 0.50% per annum for Core Programs $0+: 1.0% per annum for Disruptive Innovation Program

Main office location

Evan Capital

1800 Bering Drive, Suite 730

Houston TX 77057, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Passive / index investing Real estate investing Active portfolio management
user avatar

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.

Passive / index investing Real estate investing Active portfolio management
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