Evidencial Financial Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,245,391
Clients
7
100% 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
7
Very LowAverage account size
$2,320,770
About
Evidencial Financial Consulting serves a small number of clients, including individuals, trusts, estates, and charitable organizations, and provides financial planning alongside asset management services. The firm offers one-time and ongoing financial planning (hourly, fixed, or annual retainer) and delivers portfolio management advice tailored to each client.
The firm’s investment advice is grounded in fundamental analysis and may employ long- and short-term strategies across equities, fixed income, exchange-traded funds, and structured investments, with ongoing monitoring and rebalancing. Because the firm operates on a non-discretionary basis, it requires client approval before executing trades and does not exercise trading authority over client accounts.
Compared with many independent, single-advisor firms, Evidencial is notable for managing essentially all regulatory AUM on a non-discretionary basis and for maintaining a very small client base (seven clients with about $16.2 million AUM), which indicates a focus on larger or more complex relationships rather than a broad retail clientele. Other operational details that may matter to prospective clients include a recommended custodial relationship with a national broker-dealer, the firm’s use of AI tools for meeting recording and transcription, and a policy of not voting client proxies.
Client services
Financial planning
Portfolio management
Expertise
ESG / Sustainable investing
Fee options
Fixed fees up to $10,000, based on scope and estimated time; annual ongoing fees $5,000 to $25,000 billed quarterly in arrears
Up to $300 per hour, negotiable
Fee-only: Hourly fees up to $300 per hour; Fixed fees up to $10,000; Annual ongoing fees typically $5,000 to $25,000, negotiable
Main office location
Evidencial Financial Consulting
Orinda CA, United States
Number of offices
1
Most active in
Evidencial Financial Consulting 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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