# Evansbrook Capital Management

> Evansbrook Capital Management is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 327916
- Filed as: EVANSBROOK CAPITAL MANAGEMENT
- Legal name: Evansbrook LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327916
- AdvisorCensus page: https://advisorcensus.com/firm/evansbrook-capital-management-327916

## Quick answers

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

**Is Evansbrook Capital Management registered with the SEC or a state?**
Evansbrook Capital Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327916.

**How much does Evansbrook Capital Management manage?**
Evansbrook Capital Management reports $225,725,480 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Evansbrook Capital Management's assets and staff changed since 2023?**
In the Form ADV data for Evansbrook Capital Management: Regulatory assets under management: $100,000,000 in the October 2023 data and $225,725,480 in the October 2026 data, up 126%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Evansbrook Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (43).

**Which custodians does Evansbrook Capital Management use?**
Evansbrook Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Evansbrook Capital Management report any disciplinary disclosures?**
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/327916

**What changed in Evansbrook Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $184,586,179 to $225,725,480 (+22%). Registered or notice-filed in MI.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $225,725,480
- Discretionary: $225,725,480
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $7,563,087 |
| High net worth individuals | 67 | $218,162,393 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, IL, MI, MN, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [evansbrook.com](https://evansbrook.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $100,000,000 | 2 | October 2, 2023 |
| October 2024 | $159,851,249 | 2 | March 20, 2024 |
| October 2025 | $184,586,179 | 2 | March 6, 2025 |
| October 2026 | $225,725,480 | 2 | March 9, 2026 |

Regulatory assets under management: $100,000,000 in the October 2023 data and $225,725,480 in the October 2026 data, up 126%.
Total employees: 2 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $184,586,179 to $225,725,480 (+22%).
- Registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evansbrook Capital Management (CRD 327916): Form ADV filing data as of October 2026.