{
  "crd_number": 164320,
  "slug": "evans-wealth-management-gallipolis-oh-164320",
  "primary_business_name": "EVANS WEALTH MANAGEMENT",
  "legal_name": "STAN EVANS FINANCIAL PLANNING, LLC",
  "dbas": [
    "STAN EVANS WEALTH MANAGEMENT, LLC DBA EVANS WEALTH MANAGEMENT"
  ],
  "city": "Gallipolis",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "23680",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-06-29",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2024-02-12",
  "carried_forward": false,
  "raum_total": 122000000.0,
  "raum_discretionary": 122000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 122000000.0,
      "count": 665
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://ewmstanevans.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164320",
  "city_as_filed": "GALLIPOLIS",
  "url": "https://advisorcensus.com/firm/evans-wealth-management-gallipolis-oh-164320",
  "display_name": "Evans Wealth Management",
  "summary": "Evans Wealth Management is an SEC-registered investment advisory firm in Gallipolis, OH, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2024.",
  "citation": "AdvisorCensus. Evans Wealth Management (CRD 164320): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Evans Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Evans Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Evans Wealth Management located?",
      "a": "Evans Wealth Management's principal office is in Gallipolis, OH, according to its Form ADV."
    },
    {
      "q": "Is Evans Wealth Management registered with the SEC or a state?",
      "a": "Evans Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 164320."
    },
    {
      "q": "How much does Evans Wealth Management manage?",
      "a": "Evans Wealth Management reports $122,000,000 in regulatory assets under management in its Form ADV filing dated February 12, 2024 (100% discretionary)."
    },
    {
      "q": "How have Evans Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Evans Wealth Management: Regulatory assets under management: $112,000,000 in the October 2021 data and $122,000,000 in the October 2026 data, up 9%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Evans Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (665)."
    },
    {
      "q": "Does Evans Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164320"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 112000000.0,
      "total_employees": 2,
      "filing_date": "2021-04-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 150000000.0,
      "total_employees": 3,
      "filing_date": "2022-03-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 126808357.0,
      "total_employees": 2,
      "filing_date": "2023-06-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 122000000.0,
      "total_employees": 1,
      "filing_date": "2024-02-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 122000000.0,
      "total_employees": 1,
      "filing_date": "2024-02-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 122000000.0,
      "total_employees": 1,
      "filing_date": "2024-02-12"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/evans-wealth-management-gallipolis-oh-164320.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 665,
      "fewer_than_5": false,
      "raum": 122000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164320",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}