EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT

EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT of MCLEAN, VA is an SEC-registered investment adviser (CRD 340506). Regulatory assets under management: $5.8B.

Registration

• CRD: 340506
• SEC file number: 801-135448
• Type: Registered investment adviser
• Location: 1133 DOGWOOD DRIVE, MCLEAN, VA, 22101
• Phone: 831-333-2060
• Latest filing: 2026-09-02
• Regulatory AUM: $5.8B
• Discretionary AUM: $5.8B
• Non-discretionary AUM: $39.5M
• Clients: 6
• Accounts: 4,304

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340506 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search