SEC-Registered Investment Adviser
Evoke Advisors
Legal name: Evoke Wealth, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated July 10, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- May 13, 2019
- Principal office
- 2121 Avenue Of The Stars, Los Angeles, CA 90067
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 4
- Website
- mai.capital.evoke-advisors
Scale
- Regulatory AUM
- $17.3B
- Discretionary / non-discretionary
- $14.4B / $2.9B
- Attributable to non-US clients
- $76.2M
- Accounts
- 12,528
- Clients
- 0
- Employees
- 96, 25 in advisory roles
- Private funds advised
- 23
- Private fund gross assets
- $3.0B
- Fund types
- 2 hedge funds, 7 real estate funds, 14 other private funds
- Funds with Form D records
- 19 issuers in AltStreet's ledger, $1.8B reported sold across them
- Client assets in custody
- $6.3B (198 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting, selection of other advisers, publication of periodicals or newsletters and educational seminars or workshops
- Compensated by
- a percentage of assets under management, fixed fees and other
- Client types
- high net worth individuals (874); pooled investment vehicles (23); pension and profit sharing plans (20); charitable organizations (29); corporations or other businesses (4); other (18)
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 2 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (July 10, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of September 1, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.