Fee-only adviser · Alexandria, VA
Evolutionary Tree Capital Management, LLC
Evolutionary Tree Capital Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Alexandria, Virginia. On its latest Form ADV, filed April 24, 2026, it reports $92M in regulatory assets under management, 47 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 291127 · SEC file 801-119228 |
| Office | 1199 N. Fairfax ST. Suite 801 Alexandria, VA 22314 |
| Phone | (703) 544-2300 |
| Website | www.evolutionarytree.com |
| Regulatory assets under management | $92M |
| Individual clients | 10 non-high-net-worth, 37 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Alexandria
- Monument Wealth Management $648M
- Westbourne Investments, Inc. $276M
- Craftwork Capital LLC $102M
- C.l. Sheldon & Company, LLC $111M
- Katz Family Financial Advisors, LLC $111M
- Arkagos Advisors & Asset Management, Inc. $65M
See all 21 fee-only advisers in Alexandria →
Nearby
- National Harbor 1 firm
- Fort Washington 1 firm
- Arlington 26 firms
- Washington 21 firms
- Falls Church 3 firms
- Annandale 1 firm
- Landover 1 firm
- Burke 1 firm
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