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Evan Rhys Rosser

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC·ALEXANDRIA, Virginia
Clean recordEVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
1199 N. FAIRFAX ST., ALEXANDRIA, VA 22314CRD# 863944Firm CRD# 291127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Evan Rhys Rosser · ALEXANDRIA, VA
Registration
CRD #863944 · EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Evan Rhys Rosser is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
AUM
$103M
Regulatory assets under management
Employees
5
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 863944
Firm CRD# 291127
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Evan Rhys Rosser offer?
Evan Rhys Rosser specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are Evan Rhys Rosser's credentials?
Evan Rhys Rosser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Evan Rhys Rosser located?
Evan Rhys Rosser is based in ALEXANDRIA, Virginia, working with EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does Evan Rhys Rosser charge for services?
Evan Rhys Rosser's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC?
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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