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Cody Lee Overstreet

EVOLV CAPITAL ADVISORS LLC·DENVER, Colorado
Unclaimed Profile
90 MADISON STREET, DENVER, CO 80206CRD# 3071511Firm CRD# 283126
01

About

Cody Lee Overstreet is a registered financial advisor based in DENVER, Colorado, affiliated with EVOLV CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Institutional Investors
03

Firm Overview

Firm
EVOLV CAPITAL ADVISORS LLC
EVOLV CAPITAL ADVISORS LLC
AUM
$38M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at EVOLV CAPITAL ADVISORS LLC →
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3071511
Firm CRD# 283126
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cody Lee Overstreet offer?
Cody Lee Overstreet specializes in Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Cody Lee Overstreet's credentials?
Cody Lee Overstreet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cody Lee Overstreet located?
Cody Lee Overstreet is based in DENVER, Colorado, working with EVOLV CAPITAL ADVISORS LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Cody Lee Overstreet charge for services?
Cody Lee Overstreet's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVOLV CAPITAL ADVISORS LLC?
EVOLV CAPITAL ADVISORS LLC has approximately 4 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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