Evensky & Katz/foldes Wealth Management

Registered investment adviser · Coral Gables, FL · CRD #109698

Form ADV data as of 2026-09-01

Regulatory assets

$3.21 billion

Total accounts

5,801

Employees

Disclosure events

Firm details

Website: http://www.evensky.com
Telephone: 305-448-8882
SEC file number: 801-60104
Most recent Form ADV filing: 2026-03-19
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 4 disclosure questions answered Yes, covering 4 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Charged with an investment-related misdemeanor (past 10 years)
Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct
Another regulator found a violation of investment-related regulations or statutes
Another regulator denied, suspended, or revoked a registration or restricted activity

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$3.21 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$3.21 billion
Discretionary accounts	5,801
Non-discretionary accounts	0
Total accounts	5,801
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	44
Employees performing investment advisory functions (including research)	4
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	22
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	5

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$36.3 million
Clients for whom the firm has custody	38
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	402	$141.6 million
High net worth individuals	763	$2.90 billion
Pension and profit sharing plans (not the participants or government plans)	4	$41.0 million
Charitable organizations	8	$76.2 million
Corporations or other businesses not listed above	11	$51.1 million