EVP Capital Advisors, LLC

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Client assets under management

$75,000,000

Clients

57% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,630,435

About

EVP Capital Advisors provides portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit sharing plans. The firm manages approximately $75 million for about 46 clients and structures engagements on an ongoing or project basis tailored to each client’s needs.

The firm’s investment approach emphasizes globally diversified portfolios consistent with modern portfolio theory and relies primarily on fundamental security analysis, using mutual funds and ETFs as the primary implementation vehicles. EVP offers both discretionary and non-discretionary management, begins client relationships with a consultation, and reviews accounts at least quarterly while allowing clients to impose investment restrictions.

Several features distinguish EVP from many similar supported firms: it generally charges negotiated fixed fees for investment advisory engagements rather than the percentage-of-assets fees common in the category, and it reported all assets under discretionary management at the most recent reporting date. The firm is a small team and discloses that management persons have organized affiliated investment holding companies that may be made available to clients, a potential conflict of interest the brochure discloses.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning

Fee options

Other

Account minimum: $250,000 Fee-only: Fixed fees for investment advisory engagements, negotiated based on complexity and level of service, charged ongoing (generally quarterly in advance) or project basis.

Main office location

EVP Capital Advisors, LLC

Leawood KS, United States

Number of offices

Most active in

Kansas · Missouri

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

Facebook X Website 913-906-8032

Advisors at this firm

Ryan P

Series 66

Leawood, KS

EVP Capital Advisors, LLC

Ryan Patton is a financial advisor at EVP Capital Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory role, he is a managing member of several investment holding companies and an entertainment management company, with involvement typically limited to about one hour per month. EVP Capital Advisors provides portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, and pension/profit-sharing plans. The firm manages approximately $75 million in client assets and employs an investment approach based on modern portfolio theory, utilizing diversified portfolios primarily through fundamental security analysis and the use of mutual funds and ETFs.

General retirement planning

Nicholas B

Series 65

Leawood, KS

EVP Capital Advisors, LLC

Nicholas Bloch is a financial advisor at EVP Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory role, he is a member of several investment holding companies based in Mission Woods, KS. EVP Capital Advisors offers portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, and pension/profit-sharing plans. The firm manages approximately $75 million in client assets and employs a globally diversified investment approach grounded in modern portfolio theory.

General retirement planning

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