AdvisorCensus / Financial advisors / Pennsylvania / Erie / Evident Financial
Evident Financial
Filed as EVIDENT FINANCIAL · Legal name Allstreet Financial, LLC
Evident Financial is an SEC-registered investment advisory firm in Erie, PA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.
Quick answers
From the filingHow is Evident Financial compensated?
On its Form ADV (Item 5.E, October 2026), Evident Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Evident Financial charge?
Its Form ADV Part 2A brochure dated August 13, 2026 states: Hourly rate: $125 to $250 an hour (financial planning and consulting services); Flat fee: $750 (setup). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Evident Financial located?
Evident Financial's principal office is in Erie, PA, according to its Form ADV.
Is Evident Financial registered with the SEC or a state?
Evident Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 281661.
How much does Evident Financial manage?
Evident Financial reports $149,715,186 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).
What types of clients does Evident Financial serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (31); pension and profit sharing plans (but not the plan participants or government pension plans) (11).
Which custodians does Evident Financial use?
Evident Financial'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 Evident Financial 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/281661
Does Evident Financial state an account minimum?
Its Form ADV Part 2A brochure dated August 13, 2026 says: "Evident Financial typically requires a minimum relationship size of $500,000. However, this minimum may be adjusted or waived at the discretion of Evident Financial."
What changed in Evident Financial's recent Form ADV filings?
In the September 2026 filing data: Employees performing advisory functions went from 3 to 2. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Evident Financial typically requires a minimum relationship size of $500,000. However, this minimum may be adjusted or waived at the discretion of Evident Financial.
Hourly rate: $125 to $250 an hour (financial planning and consulting services)
The brochure's wording
Evident Financial may charge an hourly fee ranging from $125 to $250 for financial planning and consulting services.
Flat fee: $750 (setup)
The brochure's wording
Retirement Plan Services are typically charged the standard investment advisory fee rate, with a minimum annual fee of $2,500. An additional one-time setup fee of $750 applies.
As stated in the firm's Form ADV Part 2A brochure dated August 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$149,715,186 as of October 2026, filing dated August 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Allstreet Financial, LLC
- Also doing business as
- EVIDENT FINANCIAL
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Employees performing advisory functions went from 3 to 2.
- Updated its list of owners and control persons (Schedule A).
- May 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Evident Financial (CRD 281661): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/evident-financial-erie-pa-281661