Data / Investment advisers / Florida / Evensky & Katz/Foldes Wealth Management
Evensky & Katz/Foldes Wealth Management, Coral Gables, FL: $3.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Evensky & Katz/Foldes Wealth Management is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $3.2 billion in regulatory assets under management in its Form ADV filed October 6, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Evensky & Katz/Foldes Wealth Management (CRD number 109698): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 109698
- SEC file number
- 801-60104
- SEC status
- Approved, effective April 4, 2001
- Legal name
- Evensky & Katz, LLC
- Main office
- 4000 Ponce de Leon Boulevard Suite 850, Coral Gables, FL 33146
- Phone
- (305) 448-8882
- Website
- evensky.com
- Regulatory AUM
- $3,209,825,405 in the Form ADV filed October 6, 2026
- Discretionary AUM
- $3,209,825,405
- Accounts
- 5,801
- Employees
- 44, of which 22 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: criminal actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 763 | $2.90 billion |
| Individuals (other than high net worth individuals) | 402 | $141.6 million |
| Charitable organizations | 8 | $76.2 million |
| Corporations or other businesses | 11 | $51.1 million |
| Pension and profit sharing plans | 4 | $41 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.21 billion | March 19, 2026 |
| December 1, 2025 | $3.13 billion | August 12, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bayview Asset Management, LLC | Coral Gables | $64.21 billion | 23 | adviserinfo.sec.gov |
| We Family Offices | Coral Gables | $17.75 billion | Not listed | adviserinfo.sec.gov |
| Dimension Capital Management LLC | Coral Gables | $7.29 billion | 94 | adviserinfo.sec.gov |
| Trivest Investment Advisors, LLC | Coral Gables | $6.01 billion | 19 | adviserinfo.sec.gov |
| Archpoint Investors | Coral Gables | $4.13 billion | 2 | adviserinfo.sec.gov |
| Mas Advisors LLC | Coral Gables | $2.56 billion | Not listed | adviserinfo.sec.gov |
| Tallvine Partners Management LP | Coral Gables | $1.42 billion | 7 | adviserinfo.sec.gov |
| Seaview Investment Managers LLC | Coral Gables | $1.37 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Evensky & Katz/Foldes Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.