E
Evanoff Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,500,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
76
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
76
Average account size
$269,737
About
The firm provides discretionary portfolio management primarily for individual clients, including a smaller segment of high‑net‑worth individuals and up to 10% charitable organizations. It also acts as an insurance broker/agent and discloses occasional life‑insurance sales to advisory clients, and it generally collects fees on an asset‑based basis common among independent advisers.
The firm retains authority to determine securities and trade sizes for client accounts and reports offering market‑timing services as part of its trading activities. It relies on third‑party timing signals to inform trading decisions.
Compared with peers, the firm is unusual for combining market timing, insurance brokerage activity, and a client mix that includes charitable organizations. The Form ADV discloses that the third‑party timing provider may be compensated based on assets under management and that the adviser may occasionally sell life insurance to clients; the firm manages roughly $20.5 million across its accounts as a solo adviser.
Client services
Portfolio management
Market timing
Expertise
Wealth management
Fee options
Main office location
Evanoff Financial Advisors
1001 State Street, Suite 1400
Erie PA 16501, United States
Number of offices
1
Most active in
Evanoff Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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