Evolve Investing LLC

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Client assets under management

$67,368,146

Clients

42% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,871,337

About

Evolve Investing LLC serves individual and high‑net‑worth clients as well as family offices, offering ongoing portfolio management, comprehensive and project‑based financial planning, hourly consulting, and family‑office consulting. The firm also provides educational seminars and speaking engagements as part of its client outreach and education offerings.

Its investment approach is primarily long‑term and growth‑oriented, constructing household‑level portfolios from individual stocks, bonds, and selected funds while permitting short‑term trades for tax‑loss harvesting or rebalancing. The firm offers value‑aligned and impact/ESG strategies using third‑party screening tools and, for certain clients, conducts diligence and implements alternative and early‑stage private investments.

Distinctive features for a firm of this size include an affiliation with another registered investment adviser and a formal program of seminars—both relatively uncommon among peers. With roughly $67 million in assets under management across a small client roster and a bespoke family‑office capability that includes private‑investment due diligence and coordination with outside professionals, the firm places emphasis on tailored, high‑touch service and client‑specified investment restrictions.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

ESG / Sustainable investing Concentrated stock management Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

Demographic focus

Values-based investing

Fee options

Fixed

Project-based financial planning fixed fees $8,000 to $20,000; fixed annual investment management fees $15,000 to $25,000 (negotiable)

Percentage

$0 - $750,000: 1.25% $750,001 - $1,500,000: 0.85% $1,500,001 - $3,000,000: 0.65% $3,000,001 - $10,000,000: 0.45% $10,000,001 - $250,000,000: 0.25% $250,000,001 - $1,000,000,000: 0.20%

Project-based

$500 per hour (negotiable); max $200/hour for Utah clients

Other

Minimum fee: Fixed fees between $15,000 and $25,000 annually for investment management (negotiable) Fee-only: Ongoing comprehensive financial planning fees from $3,600 to $18,000 annually; project-based financial planning fixed fees from $8,000 to $20,000; hourly consulting at $500/hour (max $200/hour for Utah clients); family office consulting fees $36,000 to $180,000 annually; educational seminars $300 to $30,000 per seminar or $100 to $2,000 per participant

Main office location

Evolve Investing LLC

Sandy UT, United States

Number of offices

Most active in

California · New York · Texas · Utah

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 917-617-9101

Advisors at this firm

Peter H

CFA®, Series 63

Sandy, UT

Evolve Investing LLC

Peter Hughes is a CFA® charterholder and Series 63 licensee with five years of industry experience. He currently serves as a senior advisor at Forrest Financial Partners LLC and is also principal and CCO at Evolve Investing LLC. Outside of his advisory roles, Mr. Hughes owns Peter Hughes Consulting, where he assists business owners with company valuation and market preparation, and Peter Hughes Performance Coaching, focusing on personal development and goal achievement. Forrest Financial Partners LLC provides investment management and comprehensive financial planning services to individuals, family offices, businesses, and retirement plan sponsors. The firm combines long-term, growth-oriented active stock selection with passive strategies, tailoring portfolios to client objectives, tax considerations, and values alignment, while maintaining formal business relationships with other advisory and consulting entities.

ESG / Sustainable investing Concentrated stock management Cash flow / budgeting Founder/Business Owner Executive Values-based investing

Christopher S

CFA®

Sandy, UT

Evolve Investing LLC

Christopher Stevenson is a CFA® charterholder affiliated with Forrest Financial Partners LLC, with two years of industry experience. He previously worked at Foster & Foster LLC for ten years and is currently involved with Evolve Investing LLC as an advisor. Outside of his advisory roles, he serves as a managing member and consultant for Mad Forrest LLC, a start-up consulting business. Forrest Financial Partners LLC serves individuals, family offices, businesses, and retirement plan sponsors by providing investment management, financial planning, and consulting services. The firm combines long-term active stock selection with passive strategies, tailoring portfolios to client objectives, tax considerations, and values alignment, and maintains formal business relationships with other advisory entities to offer a broad range of services uncommon for a firm of its size.

ESG / Sustainable investing Concentrated stock management Cash flow / budgeting Founder/Business Owner Executive Values-based investing

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