E
Evans Capital Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Evans Capital Partners LLC provides discretionary investment management services focused on managing equity and debt portfolios for individual investors, high net worth individuals, and trusts and estates. The firm does not provide financial planning and directs clients to maintain accounts with a third‑party custodian for execution and custody.
The firm follows a value‑oriented approach, seeking undervalued micro-, small- and mid‑cap equities and debt using conservative present‑value estimates and fundamental analysis. Portfolios are intended to be highly concentrated (typically fewer than ten holdings), include sector and international diversification, avoid leverage and derivatives, and generally have low turnover.
Compared with many investment managers that primarily oversee pooled or institutional assets, Evans reports no assets under management and operates as a small, owner‑led advisory with academic expertise on its leadership team (including a Ph.D. and an adjunct academic appointment). Its operating practices—leaving proxy voting to clients, disclosing personal trading policies, and using Interactive Brokers while receiving certain non‑monetary support—are operational details clients should consider when evaluating conflicts of interest and control.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1% annualized management fee
Account minimum: $1,000
Main office location
Evans Capital Partners LLC
Trumansburg NY, United States
Number of offices
1
Most active in
Evans Capital Partners LLC has reported serving >5 clients in these states in the last 12 months.
New York
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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