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Evoke Advisors CRD 300856
$17.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-15 |
| CA | RA | APPROVED | 2024-04-03 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evoke Advisors | Los Angeles | CA | 03/2024 | Present |
| Offit Capital | Los Angeles | CA | 03/2019 | 03/2024 |
| Mozaic | Mozaic | CA | 11/2014 | 03/2019 |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-05-02 |
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