{
  "crd_number": 155268,
  "slug": "evt-financial-advisors-zurich-155268",
  "primary_business_name": "EVT FINANCIAL ADVISORS",
  "legal_name": "EVT FINANCIAL ADVISORS AG",
  "dbas": [],
  "city": "Zurich",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-10-25",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-05-18",
  "carried_forward": false,
  "raum_total": 498927026.0,
  "raum_discretionary": 412714108.0,
  "raum_non_discretionary": 86212918.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 25778840.0,
      "count": 42
    },
    "high_net_worth_individuals": {
      "raum": 473148186.0,
      "count": 82
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "MI",
    "NY",
    "TX"
  ],
  "websites": [
    "https://evtfa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155268",
  "city_as_filed": "ZURICH",
  "url": "https://advisorcensus.com/firm/evt-financial-advisors-zurich-155268",
  "display_name": "EVT Financial Advisors",
  "summary": "EVT Financial Advisors is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.",
  "citation": "AdvisorCensus. EVT Financial Advisors (CRD 155268): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is EVT Financial Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), EVT Financial Advisors reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is EVT Financial Advisors located?",
      "a": "EVT Financial Advisors' principal office is in Zurich, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is EVT Financial Advisors registered with the SEC or a state?",
      "a": "EVT Financial Advisors is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 155268."
    },
    {
      "q": "How much does EVT Financial Advisors manage?",
      "a": "EVT Financial Advisors reports $498,927,026 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (83% discretionary)."
    },
    {
      "q": "How have EVT Financial Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for EVT Financial Advisors: Regulatory assets under management: $354,667,369 in the October 2021 data and $498,927,026 in the October 2026 data, up 41%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does EVT Financial Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (82); individuals (other than high net worth individuals) (42)."
    },
    {
      "q": "Which custodians does EVT Financial Advisors use?",
      "a": "EVT Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists NPB and Vontobel as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does EVT Financial Advisors 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/155268"
    },
    {
      "q": "Does EVT Financial Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 9, 2026 says: \"Generally, EVT prefers its client relationships to have a minimum of $500,000 of assets under management. EVT may accept accounts below the minimum requirements or may retain accounts that have dropped below the minimum requirement due to market fluctuation or investment performance.\""
    },
    {
      "q": "What changed in EVT Financial Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $400,256,293 to $498,927,026 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 354667369.0,
      "total_employees": 5,
      "filing_date": "2021-03-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 389028936.0,
      "total_employees": 5,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 327176304.0,
      "total_employees": 5,
      "filing_date": "2023-06-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 374355510.0,
      "total_employees": 4,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 400256293.0,
      "total_employees": 4,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 498927026.0,
      "total_employees": 4,
      "filing_date": "2026-05-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $400,256,293 to $498,927,026 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Generally, EVT prefers its client relationships to have a minimum of $500,000 of assets under management. EVT may accept accounts below the minimum requirements or may retain accounts that have dropped below the minimum requirement due to market fluctuation or investment performance."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Generally, EVT prefers its client relationships to have a minimum of $500,000 of assets under management. EVT may accept accounts below the minimum requirements or may retain accounts that have dropped below the minimum requirement due to market fluctuation or investment performance."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "NPB",
      "name_as_filed": "NPB",
      "affiliated": false
    },
    {
      "name": "Vontobel",
      "name_as_filed": "VONTOBEL",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/evt-financial-advisors-zurich-155268.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 25778840.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 82,
      "fewer_than_5": false,
      "raum": 473148186.0
    }
  ],
  "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/155268",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}