Evoke Advisors
LOS ANGELES, CA
Form ADV and provider website profile · CRD 300856 · regulatory data as of Jul 10, 2026
This profile compiles reported firm AUM, regulatory account 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.
12,528Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$17.3BTotal Firm AUM
$14.4BDiscretionary AUM
$2.9BNon-discretionary AUM
12,528Total accounts
11,168Discretionary accounts
1,360Non-discretionary accounts
Client Mix by Firm AUM
$17.3BFirm AUM
High-Net-Worth69.9%
Other Pooled Vehicles17.2%
Charities7.2%
Retirement Plans2.8%
Other1.6%
Corporations1.3%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth69.9%
874 clients$12.1B firm assets
Other Pooled Vehicles17.2%
23 clients$3.0B firm assets
Charities7.2%
29 clients$1.2B firm assets
Retirement Plans2.8%
20 clients$492M firm assets
Other1.6%
18 clients$276M firm assets
Corporations1.3%
4 clients$225M firm assets
Reported total968 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $12.1B | 874 | 69.9% |
| Other Pooled Vehicles | $3.0B | 23 | 17.2% |
| Charities | $1.2B | 29 | 7.2% |
| Retirement Plans | $492M | 20 | 2.8% |
| Other | $276M | 18 | 1.6% |
| Corporations | $225M | 4 | 1.3% |
| Reported total | $17.3B | 968 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…