# Evoke Financial Services, LLC

> Evoke Financial Services, LLC is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 330459
- Filed as: EVOKE FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330459
- AdvisorCensus page: https://advisorcensus.com/firm/evoke-financial-services-llc-330459

## Quick answers

**How is Evoke Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Evoke Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Evoke Financial Services, LLC registered with the SEC or a state?**
Evoke Financial Services, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330459.

**How much does Evoke Financial Services, LLC manage?**
Evoke Financial Services, LLC reports $43,530,560 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (77% discretionary).

**What types of clients does Evoke Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (22).

**Does Evoke Financial Services, LLC 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/330459

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $43,530,560
- Discretionary: $33,393,036
- Non-discretionary: $10,137,524

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $15,053,623 |
| High net worth individuals | 22 | $27,981,937 |
| Corporations or other businesses not listed above | Fewer than 5 | $495,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- evokefinancialservices.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evoke Financial Services, LLC (CRD 330459): Form ADV filing data as of October 2026.