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Evoke Advisors

LOS ANGELES, CA

Form ADV and provider website profile · CRD 300856 · regulatory data as of Jul 10, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Evoke Advisors. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$17.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
12,528Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$14.4BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$2.9BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameEVOKE WEALTH, LLC

CRD number300856

Firm foundedNot reported

SEC registration dateMay 13, 2019

Employees96

Advisory professionals25

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

2121 AVENUE OF THE STARS, LOS ANGELES, CA, 90067

424-372-1776

https://mai.capital/evoke-advisors/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$17.3B

As of Jul 10, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth69.9%$12.1B
Other Pooled Vehicles17.2%$3.0B
Charities7.2%$1.2B
Retirement Plans2.8%$492M
Other1.6%$276M
Corporations1.3%$225M

Percentages and AUM are shown from the same reported Form ADV client-type records.