Chadd Mclane Evans
Investment adviser representative at Overlay Management, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$168.6MFirm 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 assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Overlay Management, LLCNov 2022 to now
- Overlay CapitalFeb 2022 to now
- Evans Equity Management, LLCJan 2018 to now
- Altera Advisors, LLCMar 2020 to Jan 2022
- Altera Private Access, LLCJan 2018 to Jan 2022
- Field Equity, LLCApr 2013 to Dec 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Overlay Management, LLC
$168.6MAssets managed
41Clients
1Advisers
Under 1 yearIn 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
- 6903234
- Firm CRD
- 324401