SourcingSourcing

R.L. EVANS CO. INC.

C50
CRD 110699·SEC 801-111918·BELLEVUE, WA
AUM
$545.0M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
R.L. EVANS CO. INC.
CRD
110699
SEC file #
801-111918
EIN
—
DBA names
Evans Capital Management Associates

Economics

AUM
$545.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$147.0M → $545.0M▲ +271%
Client mix
Individuals Other292
Individuals High Net Worth130
Pension Profit Sharing Plans13

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
rlevansco.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EVANS FINANCIAL SERVICES LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
EVANS FINANCIAL SERVICES LLC
EVANS, DALLAS, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RLEVANSCO.COM
Rdap Domain Creation Date
1999-03-06T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
9
Form 5500 Total Compensation
176,731
Form 5500 Compensation Trajectory 3y
2025157,057
202619,674
Form 5500 Plan Count Trajectory 3y
20258
20261
Schedule C Total Compensation
176,731
Schedule C Service Provider Rows
9

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-06T05:00:00Z
Rdap Domain Last Changed
2024-07-24T22:39:02Z
Rdap Nameservers
Ns2.wixdns.netNs3.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
EVANS, DALLAS, JOHN
IAR · Executive Officer · 2.5%
1250175
EVANS, DOUGLAS, LLOYD
Executive Officer · 2.5%
4389584
BRIAN WILLIAM LEACH
IAR
2741682
Cheryl Nicole Hansford
IAR
7318833