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Evans Capital Management Associates

Updated today

Client assets under management

$494,830,830

Clients

422

31% high-net worth

Advisors

3

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

141

Very High

Average account size

$1,172,585

About

Evans Capital Management Associates provides investment and advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts and estates, charitable organizations, and business entities. Its service menu includes discretionary and non‑discretionary portfolio management, asset allocation, financial planning and consulting, pension consulting and family office/wealth planning.

The firm tailors investment advice to each client's objectives and uses a mix of fundamental and technical analysis with strategies that range from long‑term purchases to short‑term trading and tactical rebalancing. Advisors monitor accounts on an ongoing basis, offer both discretionary authority and client‑approved transaction execution, and disclose tax considerations and expanded risk guidance (including potential tariff‑related impacts).

A distinctive feature disclosed in the brochure is that persons providing investment advice on behalf of the firm are licensed independent insurance agents who may earn commission compensation for insurance sales in addition to advisory fees, a practice the firm identifies as a potential conflict of interest. The firm also offers family‑office style services (estate planning and trustee oversight, integrated tax and lifestyle management) and, in limited circumstances, may serve as trustee or use standing letters of authorization while maintaining controls intended to meet SEC custody guidance; the brochure reports the firm manages approximately $545 million in client assets across discretionary and non‑discretionary accounts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Annual retainer fixed fees ranging from $1,000 to $10,000, payable quarterly in advance

Percentage

$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% Over $2,000,000+: 0.50%

Commissions

Commission-based compensation from insurance products sold by licensed persons affiliated with the firm

Project-based

Negotiable rate of $250 per hour for consulting services

Other

Account minimum: $100,000 Fee-only: Hourly rate $250 per hour; Annual retainer $1,000 to $10,000 fixed fee

Main office location

Evans Capital Management Associates

3535 Factoria Blvd Se, Suite 120

Bellevue WA 98006, United States

Number of offices

1

Most active in

California · Minnesota · New Hampshire · Oregon · Texas · Washington

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

Cheryl H

CFP®, Series 65

Bellevue, WA

Evans Capital Management Associates

Cheryl Hansford is a CFP® and holds a Series 65 license, working with Evans Capital Management Associates since 2020. She has five years of industry experience and previously held roles in hospitality and travel companies including Kimpton Hotels & Restaurants and TCS World Travel. Outside of her advisory work, she is involved with Inglemoor Cooperative Preschool and operates as a self-employed notary. Evans Capital Management Associates serves individuals, pension plans, trusts, charitable organizations, and business entities, offering portfolio management, financial planning, and family office services. The firm combines fundamental and technical analysis with a range of investment strategies and provides ongoing account monitoring and tailored advice.

Wealth management Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brian L

CFP®, Series 63, Series 65

Bellevue, WA

Evans Capital Management Associates

Brian Leach is a CFP® with 24 years of industry experience, currently serving at Evans Capital Management Associates since 1993. He previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of advisory work, he is a notary and serves as co-trustee for a revocable living trust. Evans Capital Management Associates provides investment and advisory services to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis in tailored strategies ranging from long-term investments to tactical rebalancing, and offers family-office style services including estate planning and trustee oversight.

Wealth management Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Dallas E

CFP®, ChFC®, Series 63, Series 65

Bellevue, WA

Evans Capital Management Associates

Dallas Evans is a CFP® and ChFC® with 41 years of industry experience. He is a principal at Evans Capital Management Associates and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of advisory work, he serves as a trustee for a private trust and is an elected board member of his homeowners' association. Evans Capital Management Associates provides investment and advisory services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers tailored investment strategies using fundamental and technical analysis, with services ranging from portfolio management to family office and wealth planning.

Wealth management Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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