# Evanoff Financial Advisors

> Evanoff Financial Advisors is a state-registered investment advisory firm in Erie, PA, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 3, 2025.

- CRD: 127483
- Filed as: EVANOFF FINANCIAL ADVISORS
- Legal name: Evanoff Financial Advisors,l.l.c.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Erie, PA
- Filing period: October 2026
- Form ADV filing dated: February 3, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127483
- AdvisorCensus page: https://advisorcensus.com/firm/evanoff-financial-advisors-erie-pa-127483

## Quick answers

**How is Evanoff Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Evanoff Financial Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Evanoff Financial Advisors located?**
Evanoff Financial Advisors' principal office is in Erie, PA, according to its Form ADV.

**Is Evanoff Financial Advisors registered with the SEC or a state?**
Evanoff Financial Advisors is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 127483.

**How much does Evanoff Financial Advisors manage?**
Evanoff Financial Advisors reports $20,500,000 in regulatory assets under management in its Form ADV filing dated February 3, 2025 (100% discretionary).

**What types of clients does Evanoff Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (11); charitable organizations (1).

**Does Evanoff Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127483

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $20,500,000
- Discretionary: $20,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $13,230,000 |
| High net worth individuals | 11 | $6,250,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $1,020,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Market timing services

### Firm details
- Registered since: 2003 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evanoff Financial Advisors (CRD 127483): Form ADV filing data as of October 2026.