Evidence Based Investing, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
3
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$0
About
Evidence Based Investing, LLC serves individual and high-net-worth clients as a solo registered adviser and provides advisory services primarily by selecting and referring clients to third‑party investment managers rather than managing client accounts directly. The firm documents its fiduciary obligations for retirement accounts and offers the same suite of services to all clients.
EBI conducts due diligence on third‑party advisers (including calls, meetings, and performance and strategy reviews) and may direct clients to Matson Money, Inc., which in turn requires use of a custodian such as Schwab Institutional. The firm does not take custody of assets, does not exercise investment discretion, and relies on custodial account statements and periodic reviews to monitor advised relationships.
Noteworthy for a firm in its category, EBI does not provide portfolio management for individual accounts and does not charge clients on a percentage‑of‑AUM basis, instead receiving compensation through fee‑sharing arrangements with third‑party advisers. The firm is very small (one adviser, three clients, and no assets under management) and discloses the principal’s status as a licensed insurance agent as a potential conflict of interest when insurance products are recommended.
Client services
Selection of other advisers
Fee options
$0 - $4,000,000: 0.90% (EBI's fee) + 0.50% (Third Party's fee) = 1.40% Total Fee Over $4,000,000+: 0.75% (EBI's fee) + 0.25% (Third Party's fee) = 1.00% Total Fee
Main office location
Evidence Based Investing, LLC
San Clemente CA, United States
Number of offices
1
Most active in
Evidence Based Investing, LLC has reported serving >5 clients in these states in the last 12 months.
California
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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