Evia Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,905,807
Total clients
85
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
85
Average account size
$222,421
About
EVIA Investment Advisors serves both individual and institutional clients—including pension plans, corporations, charitable organizations, trusts and individuals—providing discretionary portfolio management, financial planning, and investment consulting. The firm manages equity and fixed‑income portfolios (often focused on dividend‑paying stocks and individual bonds) and may use ETFs for smaller accounts to achieve diversification.
The firm’s investment approach emphasizes fundamental, bottom‑up security selection overlaid with a top‑down asset allocation view and a formal risk‑management process; portfolios are typically constructed with 30–45 holdings and are monitored continuously against clients’ investment policy statements. EVIA bills advisory fees on a percentage‑of‑assets basis and also offers fixed‑fee or hourly financial planning and consulting engagements, with discretionary authority used for routine trading.
Compared with many solo independent advisers, EVIA discloses participation as a sponsor in wrap‑fee programs and that it receives a portion of wrap fees, and it documents ongoing client communications such as interim reports and client materials. The brochure also notes the firm’s practice of referring clients to outside professionals (including arrangements that may involve referral fees), its distribution of client periodicals/newsletters and provision of educational seminars or workshops—features that are less common among independent firms of this size.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Financial and investment consultaiton
Expertise
Wealth management
Fee options
Fixed fees typically ranging from $500 to $5,000 for consulting and financial planning services
$100,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
$200 per hour for consulting and financial planning services
Account minimum: $100,000 Fee-only: Fixed fees typically ranging from $500 to $5,000 for consulting and financial planning services
Main office location
Evia Investment Advisors
Zionsville IN, United States
Number of offices
1
Most active in
Evia Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
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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