# EVANSON FINANCIAL, LLC

EVANSON FINANCIAL, LLC of MCLEAN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 340506
- Type: SEC-registered investment adviser
- SEC file number: 801-135448
- Location: 1133 DOGWOOD DRIVE, MCLEAN, VA, 22101
- Phone: 831-333-2060
- Latest filing: 2026-05-11
- Regulatory AUM: $5.8B
- Discretionary AUM: $5.8B
- Non-discretionary AUM: $39.5M
- Clients: 10
- Accounts: 4,304

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David Bell Sherwood | OWNER, INVESTMENT ADVISOR REPRESENTATIVE | — |
| Kimberly Lynn Adams | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340506/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340506/similar
- Related entities: https://search.stillhousedata.com/firm/340506/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340506

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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.