Leo H. Evart, Inc.
- Regulatory AUM
- $270M
- Discretionary
- $270M
- Clients
- 240
- Avg AUM / client
- $1.1M
- Accounts
- 732
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Investments (13F portfolio — 298 positions, $116,917,404)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares 0 3 Month Treasury Bond Etf | UIT EXCHANGE TRADED | $19,704,022 | 195,748 | 16.9% | 7.3% |
| 2 | Schwab U.S. Large Cap Growth Etf | UIT EXCHANGE TRADED | $10,067,780 | 345,616 | 8.61% | 3.73% |
| 3 | Vanguard Total Bond Market Index Fund Etf Shares | UIT EXCHANGE TRADED | $7,989,484 | 108,494 | 6.83% | 2.96% |
| 4 | Vanguard Intermediate Term Bond Index Fund Etf Shares | UIT EXCHANGE TRADED | $5,917,670 | 76,674 | 5.06% | 2.19% |
| 5 | Vanguard Value Index Fund Etf Shares | UIT EXCHANGE TRADED | $5,882,061 | 29,980 | 5.03% | 2.18% |
| 6 | Capital Group Dividend Value Etf | UIT EXCHANGE TRADED | $4,800,500 | 112,847 | 4.11% | 1.78% |
| 7 | Vanguard Growth Index Fund Etf Shares | UIT EXCHANGE TRADED | $4,758,587 | 10,895 | 4.07% | 1.76% |
| 8 | Schwab International Equity Etf | UIT EXCHANGE TRADED | $3,961,454 | 160,059 | 3.39% | 1.47% |
| 9 | Apple Inc | COMMON STOCK | $3,391,230 | 13,362 | 2.9% | 1.26% |
| 10 | Vanguard Dividend Appreciation Index Fund Etf Shares | UIT EXCHANGE TRADED | $3,121,076 | 14,513 | 2.67% | 1.16% |
| 11 | Schwab U.S. Dividend Equity Etf | UIT EXCHANGE TRADED | $2,912,727 | 94,939 | 2.49% | 1.08% |
| 12 | Vanguard Short Term Bondindex Fund Etf Shares | UIT EXCHANGE TRADED | $2,904,232 | 37,039 | 2.48% | 1.08% |
| 13 | Goldman Sachs Access Treasury 0 1 Year Etf | UIT EXCHANGE TRADED | $2,867,350 | 28,619 | 2.45% | 1.06% |
| 14 | Schwab U.S. Mid Cap Etf | UIT EXCHANGE TRADED | $2,607,047 | 84,207 | 2.23% | 0.97% |
| 15 | Vanguard Small Cap Indexfund Etf Shares | UIT EXCHANGE TRADED | $2,487,441 | 9,497 | 2.13% | 0.92% |
| 16 | Vanguard S&P 500 Etf | UIT EXCHANGE TRADED | $2,245,945 | 3,759 | 1.92% | 0.83% |
| 17 | Oracle Corp | COMMON STOCK | $2,066,013 | 14,044 | 1.77% | 0.77% |
| 18 | Schwab U.S. Small Cap Etf | UIT EXCHANGE TRADED | $2,030,903 | 69,838 | 1.74% | 0.75% |
| 19 | Vanguard Health Care Index Fund Etf Shares | UIT EXCHANGE TRADED | $1,781,274 | 6,541 | 1.52% | 0.66% |
| 20 | Vanguard Mid Cap Index Fund Etf Shares | UIT EXCHANGE TRADED | $1,630,842 | 5,679 | 1.39% | 0.6% |
| 21 | Vanguard Information Technology Index Fund Etf Shares | UIT EXCHANGE TRADED | $1,351,765 | 1,937 | 1.16% | 0.5% |
| 22 | Schwab U.S. Aggregate Bond Etf | UIT EXCHANGE TRADED | $1,237,177 | 53,281 | 1.06% | 0.46% |
| 23 | Spdr Gold Shares | UIT EXCHANGE TRADED | $1,204,812 | 2,800 | 1.03% | 0.45% |
| 24 | Ishares Core Msci Total International Stock Etf | UIT EXCHANGE TRADED | $1,124,694 | 12,981 | 0.96% | 0.42% |
| 25 | T. Rowe Price Capital Appreciation Equity Etf | UIT EXCHANGE TRADED | $1,096,456 | 30,808 | 0.94% | 0.41% |
Top 25 of 298 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 168 | $97.3M | 36.1% |
| High net worth individuals | 67 | $134M | 49.8% |
| Pension and profit sharing plans | 5 | $26.1M | 9.69% |
| Charitable organizations | Fewer than 5 clients | $12.1M | 4.48% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Yougov America Inc 401(k) Plan And Trust Yougov America Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Derek Michael Hobbs | President/Chief Compliance Officer | Nov 2014 (12y) | 75% or more | |
| Carlos Alberto Perez | Registered representative | Sep 2014 (12y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Yougov America Inc 401(k) Plan And Trust | Yougov America Inc. | 317 | $32.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $270M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗