EVOLUTION FINANCIAL LLC

EVOLUTION FINANCIAL LLC of MADISON, WI is an SEC-registered investment adviser (CRD 289745). Regulatory assets under management: $38.8M.

Registration

• CRD: 289745
• Type: Registered investment adviser
• Location: 2701 INTERNATIONAL LANE, MADISON, WI, 53704
• Phone: 608-229-1335
• Latest filing: 2026-03-05
• Regulatory AUM: $38.8M
• Discretionary AUM: $38.8M
• Clients: 1
• Accounts: 208

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289745 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search