Creed Evans Financial Advisory, LLC

Creed Evans Financial Advisory, LLC offers investment management and integrated financial planning, providing continuous discretionary portfolio supervision, separately managed account (SMA) selection, and project-based consultations. The firm describes a broad service set that includes personalized investment advice, ongoing portfolio monitoring and rebalancing, and due diligence on outside managers.

The adviser constructs portfolios using a mix of passive and active approaches across equities, fixed income, mutual funds, ETFs, alternatives and private investments, and applies fundamental, technical and quantitative analysis supported by third‑party research. Services are delivered on a discretionary basis for managed accounts, and the firm also provides fee‑for‑service consultations and SMA oversight when appropriate.

Noteworthy for a firm with a modest asset base, the brochure indicates a wide and atypical client scope for its category — naming potential relationships with banks and thrift institutions, insurance companies, pension plans, state and municipal governments, charitable organizations, other advisers, corporate entities, sovereign wealth funds, and both non‑HNW and high‑net‑worth individuals. The firm also emphasizes access to private funds and manager selection services, a written Code of Ethics, and formal policies for custody, cybersecurity and client reporting.