# EVANSON ASSET MANAGEMENT, LLC

EVANSON ASSET MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 135188
- Type: SEC-registered investment adviser
- SEC file number: 801-64387
- Phone: 831-333-2060
- Latest filing: 2026-02-17
- Regulatory AUM: $5.9B
- Discretionary AUM: $5.9B
- Non-discretionary AUM: $40.2M
- Clients: 6
- Accounts: 4,333

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| David Bell Sherwood | ALTERNATE DESIGNATED OFFICER | — |
| Kimberly Lynn Adams | CHIEF COMPLIANCE OFFICER | — |
| Steven Edward Evanson | MANAGING MEMBER | — |
| KELLY BARBARA JEAN | CHIEF COMPLIANCE OFFICER | — |
| EVANSON STEVEN EDWARD | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| ADAMS VICTORIA LYNN | CHIEF COMPLIANCE OFFICER | — |
| SHERWOOD DAVID BELL | ALTERNATE DESIGNATED OFFICER | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MONTEREY | CA | 1 | 831-333-2060 |
| — | — | 1 | 703-748-1605 |
| — | — | 1 | 831-333-2060 |
| MONTEREY | CA | 1 | 831-333-2060 |
| — | — | 1 | 703-748-1605 |
| — | — | 1 | 831-333-2060 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135188/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135188/similar
- Related entities: https://search.stillhousedata.com/firm/135188/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135188

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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.