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Protect Wealth. Capture Growth.

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Our Mission

To help investors adhere to a disciplined strategy that aims to build and protect wealth amidst varying investment climates.

Our Firm

Evan Capital LLC (d/b/a Evan Capital) is a registered investment adviser in the State of Texas that provides investment advice and portfolio management services to families, individuals, and businesses on a discretionary basis.

Our Strategy

Our rules-based, or "systematic", investment approach was designed with the goal of capturing growth across a diverse set of investments while preserving wealth in cash when our rules determine that the prevailing trend has shifted to the downside.

Your Freedom

At Evan Capital, we define wealth through the scope of family, health, and the freedom to pursue life goals. Minimizing the unnecessary stress of time spent managing investments can also prevent emotional decisions that become counter-productive.

How We Work With You

  • Review your investment goals and risk profile. Choose whether our Growth Program or our Growth and Income Program meets your objective

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  • 0.50% (per annum) Core program fee billed quarterly in advance. The fee is based on the market value of the account as of the end of the previous quarter.

 

  • 1.0% (per annum) Life Sciences program fee billed quarterly in advance. The fee is based on the market value of the account as of the end of the previous quarter. 

 

  • A qualified custodian maintains client funds and securities in a separate account for each client under that client's name. The custodian will send account statements directly to you at least quarterly.

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  • Please refer to our ADV 2A (link below) for a full description of our fees and business practices. 

“The four most dangerous words in investing are: 'this time it's different.''​”

- Sir John Templeton

Contact Us

1800 Bering Drive, Suite 730

Houston, TX  77057

(713) 322-8920

Daniel Blum  dblum@evancapital.com

Mike Mann, MD  mikemann@evancapital.com

Evan Capital LLC, dba Evan Capital, is a registered investment adviser in the State of Texas.  The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.  This website is for informational purposes only and does not constitute a complete description of our advisory services.  Please refer to our ADV 2A Firm brochure for more information.

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