# Evident Financial > 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. - CRD: 281661 - Filed as: EVIDENT FINANCIAL - Legal name: Allstreet Financial, LLC - Also doing business as: EVIDENT FINANCIAL - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Erie, PA - Filing period: October 2026 - Form ADV filing dated: August 13, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281661 - AdvisorCensus page: https://advisorcensus.com/firm/evident-financial-erie-pa-281661 ## Quick answers **How 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 ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated August 13, 2026) - Account minimum: $500,000 (the brochure says it may be waived or negotiated) > 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) > Evident Financial may charge an hourly fee ranging from $125 to $250 for financial planning and consulting services. - Flat fee: $750 (setup) > 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 brochure. Fees can differ by service and may be negotiable. ### 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: $149,715,186 - Discretionary: $149,715,186 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 48 | $17,367,953 | | High net worth individuals | 31 | $93,268,405 | | 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) | 11 | $32,067,821 | | Charitable organizations | Fewer than 5 | $6,885,161 | | 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 | Fewer than 5 | $125,846 | | Other | 0 | $0 | ### 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 ### Firm details - Registered since: 2026 (0 years) - Employees: 2 total, 2 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: NY, PA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - evidentfinancial.com - LinkedIn @EVIDENT-FINANCIAL ## 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). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evident Financial (CRD 281661): Form ADV filing data as of October 2026.