EVENSKY & KATZ, LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 109698). Regulatory assets under management: $3.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| — | criminal | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| LUBBOCK | TX | 4 | 806-747-7995 |
| LUBBOCK | TX | 4 | 806-747-7995 |
| BELLEVUE | WA | 1 | 425-658-0466 |
| BELLEVUE | WA | 1 | 425-658-0466 |