firm profile
Evensky & Katz/Foldes Wealth Management
Overview
Evensky & Katz/Foldes Wealth Management is an SEC registered investment adviser based in Coral Gables, FL, registered since 2001. It reports $3.2B in assets under management across 5,801 accounts, with 44 employees. It has 22 investment adviser representatives.
- Reported AUM
- $3.2B
- Discretionary
- 100%
- Accounts
- 5,801
- Average account
- $553K
- Employees
- 44
- Advisory reps
- 22
- Registered since
- 2001
- Jurisdictions
- 26
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 9
- Matthew A McGrath Management Committee Member, Managing Partner CRD 2983504
- Kathryn Jean Salter Management Committee Member, Chief Financial Officer CRD 7083604
- Lane McMaster Jones Management Committee Member, Chief Investment Officer CRD 3050482
6 more executive officers, with direct contact details
Advisory reps 3 of 22
- Kaylyn Nicole Adams Investment Adviser Rep CRD 6663109
- Roxanne Louise Alexander Investment Adviser Rep CRD 4784719
- Michael Richard Antczak Investment Adviser Rep CRD 6066878
19 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4000 Ponce de Leon Blvd Ste 850
Coral Gables, FL 33146 - County
- Miami-Dade
- Metro area
- Miami-Fort Lauderdale-Pompano Beach, FL
- Region
- South
Registrations
- SEC registered
- Registered in 26 jurisdictions
- Website: evensky.com
Every state, with registration dates
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