Brian William Leach
Investment adviser representative at Evans Capital Management Associates
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$682.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Evans Capital Management AssociatesApr 1993 to now
- Purshe Kaplan Sterling InvestmentsJan 2010 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Evans Capital Management Associates
Legal name: R.L. Evans Co. Inc.
$682.6MAssets managed
431Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2741682
- Firm CRD
- 110699