Evt Financial Advisors Ag
- Regulatory AUM
- $499M
- Discretionary
- $413M
- Clients
- 124
- Avg AUM / client
- $4.0M
- Accounts
- 124
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 42 | $25.8M | 5.17% |
| High net worth individuals | 82 | $473M | 94.8% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dino Presta | Managing Director / Chief Compliance Officer | Sep 2010 (16y) | 25% – 50% | |
| Hug, Stefan | Chief Executive Officer | Sep 2010 (16y) | 25% – 50% | |
| Marti, Georg | Chief Financial Officer / Managing Director | Sep 2010 (16y) | 25% – 50% |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 902 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Vontobel Securities Ag $269M (54% of AUM) May 2026
- Npb Neue Privat Bank Ag $137M (27% of AUM) May 2026
- Bank Julius Bär & Co. Ag $39.9M (15% of AUM) Feb 2018
- Credit Suisse Ag $27.8M (8% of AUM) Jun 2023
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: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗