Evidence Wealth, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 314767
· Bryan, TX
· evidencewealth.com
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ADV data as of Apr 24, 2026
- Regulatory AUM
- $56.8M
- Discretionary
- $56.8M
- Clients
- 140
- Avg AUM / client
- $405K
- Accounts
- 282
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 126 | $32.4M | 57.1% |
| High net worth individuals | 14 | $24.4M | 42.9% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Neal Whiddon | Registered representative | CFP | Jul 2021 (5y) | |
| Matthew Lewis Gentry | Registered representative | CFP | Aug 2021 (5y) | |
| Dalton Dwayne Smith | Registered representative | Jul 2024 (2y) | ||
| Johnathan Martin Whiddon | Registered representative | CFP | Sep 2024 (2y) | |
| Patrick Cooper Tuggle | Registered representative | Dec 2025 (1y) | ||
| John Taylor Shaw | Registered representative | Mar 2026 (0y) | ||
| Jason Thomas Keck | Registered representative | Apr 2026 (0y) |
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) | 04/24/2026 | 1.05 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $50.2M (89% of AUM) Apr 2026
- Fidelity Brokerage Services $6.0M (10% of AUM) Apr 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: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗