# EVENSKY & KATZ, LLC

EVENSKY & KATZ, LLC of CORAL GABLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 109698
- Type: SEC-registered investment adviser
- SEC file number: 801-60104
- Location: 4000 PONCE DE LEON BOULEVARD, SUITE 850, CORAL GABLES, FL, 33146
- Phone: 305-448-8882
- Latest filing: 2026-03-19
- Regulatory AUM: $3.2B
- Discretionary AUM: $3.2B
- Clients: 44
- Accounts: 5,801

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Maria Chaves Bielow | CHIEF COMPLIANCE OFFICER | — |
| Lane Mcmaster Jones | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | — |
| David Samuel Evensky | MANAGEMENT COMMITTEE MEMBER | — |
| Matthew A Mcgrath | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | — |
| Brett David Horowitz | WEALTH MANAGER | — |
| David Lee Garcia | MANAGEMENT COMMITTEE MEMBER | — |
| Taylor Milton Gang | MANAGEMENT COMMITTEE MEMBER | — |
| Kathryn Jean Salter | MANAGEMENT COMMITTEE MEMBER; MANAGEMENT COMMITTEE MEMBER, CHIEF FINANCIAL OFFICER | — |
| John Ryan Salter | WEALTH MANAGER | — |
| FOLDES STEVEN MICHAEL | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | — |
| EVENSKY HAROLD RAY | CHAIRMAN; ELECTED MANAGER; FOUNDER, MEMBER (+4 more) | — |
| KATZ DEENA BOONE | CHAIRMAN; ELECTED MANAGER; FOUNDER, MEMBER (+4 more) | — |
| BIELOW MARIA CHAVES | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, OFFICER | — |
| JONES LANE MCMASTER | CHIEF OPERATING OFFICER; MANAGEMENT COMMITTEE MEMBER; MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER (+1 more) | — |
| EVENSKY DAVID SAMUEL | MANAGEMENT COMMITTEE MEMBER; MEMBER | — |
| MCGRATH MATTHEW A | MANAGEMENT COMMITTEE MEMBER; MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER; MEMBER | — |
| DEWITT RICHARD JOHN | TREASURER | — |
| FRANCIS BARTON CRAIG | PRESIDENT | — |
| HOROWITZ BRETT DAVID | MANAGEMENT COMMITTEE MEMBER | — |
| GARCIA DAVID LEE | MANAGEMENT COMMITTEE MEMBER | — |
| GANG TAYLOR MILTON | MANAGEMENT COMMITTEE MEMBER; SHAREHOLDER, MEMBER | — |
| SALTER KATHRYN JEAN | MANAGEMENT COMMITTEE MEMBER | — |
| SALTER JOHN RYAN | WEALTH MANAGER | — |
| Rebecca A Judd | CHIEF COMPLIANCE OFFICER | Coral Gables, FL |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |
| — | criminal | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109698/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109698/similar
- Related entities: https://search.stillhousedata.com/firm/109698/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109698

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.