EVANS CAPITAL MANAGEMENT ASSOCIATES
SEC RegisteredWelcome to the R.L. Evans Company
About the firm
The R.L. Evans Company is a boutique family brokerage based out of Bellevue, Washington that has been offering personalized benefits and financial solutions in the Pacific Northwest for over 55 years. They offer a comprehensive range of insurance services to meet personal and business needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Employee benefits, property & casualty insurance, Medicare supplements, travel insurance, long-term care insurance, and dental insurance.
Who they serve
Individuals and businesses seeking personal and business insurance solutions in the Pacific Northwest.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 292 | $84M |
| High Net Worth Individuals | 130 | $411M |
| Charitable Organizations | 13 | $50M |
50 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 2.00% |
| $500,001 to $1,000,000 | 1.50% |
| $1,000,001 to $2,000,000 | 1.00% |
| Over $2,000,000 | 0.50% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EVANS CAPITAL MANAGEMENT ASSOCIATES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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