Evanson Asset Management
Overview
Evanson Asset Management is a fee-only investment advisory firm specializing in index and passive investment management. The firm offers low-cost, fixed quarterly retainer fees and manages over $5 billion in client assets as of January 2025. Their investment strategy is based on Modern Portfolio Theory, utilizing passive portfolios from Dimensional Fund Advisors (DFA) and Vanguard ETF index funds, along with other securities such as cash equivalents, maturity laddered bond portfolios, bond funds, REITs, commodity funds, and gold. The firm's investment approach emphasizes strategic asset allocation and Modern Portfolio Theory, implementing broadly diversified, low-cost, passively managed funds and selective fixed-income holdings to meet clients’ long-term goals. Evanson Asset Management serves individuals, families, trusts, endowments, qualified retirement plan sponsors, and business entities, providing discretionary investment management and written financial planning. The firm is fee-only and reports managing over $5 billion in client assets while overseeing investment accounts on a discretionary basis. Evanson Asset Management is a registered investment advisor with the Securities and Exchange Commission and has been in business since 1995. The firm is based in Carmel, California, with offices in Monterey, California, and Arlington, Virginia. Their service team is available from 8 am to 4 pm Pacific time, Monday through Friday, except holidays.
Investment Focus
- Minimum account size: $500,000; exceptions may be made.
Reach Evanson Asset Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Evanson Asset Management
What sectors does Evanson Asset Management invest in?
Evanson Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Monterey, California, United States. Evanson Asset Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Evanson Asset Management invest at?
Evanson Asset Management backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 500K - 2M.
Which regions does Evanson Asset Management invest in?
Evanson Asset Management invests across United States.
Who are the partners at Evanson Asset Management?
Team members listed for Evanson Asset Management include Steven Evanson (Owner).
How do I contact Evanson Asset Management?
Evanson Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
