Evolve Investment Advisors, Inc. is a pension cosultant based in Austin. It manages $11.24 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Tennessee, and Texas.
Evolve Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Evolve Investment Advisors, Inc. is $11.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4397% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Evolve Investment Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Clifford Hurwitz has been acting as President since 1 Mar 2008. Carla Jane Reynolds joined the executive team most recently as the Chief Compliance Officer.
The principal office where Evolve Investment Advisors, Inc. performs its advisory services is located at 5300 Bee Caves Road, Austin, TX 78746, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-891-9781 or by fax 214-891-9768. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.