Robert Travis Evans

Employer firm

Brookwood Investment Group CRD 316544

$1.25B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1992 → Present
  Evans & Evans
  College Station, TX
• 05/2015 → 01/2018
  Virtue Capital Management, Llc
  Nashville, TN
• 01/2018 → 10/2018
  Brookstone Capital Management
  Wheaton, IL
• 10/2018 → 11/2021
  Foundations Investment Advisors, Llc
  Scottsdale, AZ
• 05/2016 → Present
  National Gold Consultants
  College Station, TX
• 02/2021 → Present
  Redwood Tax Specialists
  College Station, TX
• 11/2021 → Present
  Redwood Private Wealth
  Phoenix, AZ
• 04/2025 → Present
  Brookwood Investment Group
  Phoenix, AZ

Previous Registrations

• 2021-11-17 → 2025-03-28
  Redwood Private Wealth
  College Station, TX
  Phoenix, AZ
• 2018-11-02 → 2021-11-16
  Foundations Investment Advisors Llc
  College Station, TX
  Phoenix, AZ
• 2018-01-31 → 2018-10-26
  Brookstone Capital Management Llc
  College Station, TX
  Wheaton, IL
• 2015-05-28 → 2018-01-23
  Virtue Capital Management, Llc
  College Station, TX
  Brentwood, TN
• 2013-05-24 → 2015-05-15
  Quartermaster Wealth Management, Llc
  College Station, TX
  Charlotte, NC
• 2011-05-17 → 2012-08-31
  Horter Investment Management, Llc
  College Station, TX
• 2010-10-21 → 2011-05-10
  Redhawk Wealth Advisors, Inc.
  College Station, TX

Other Businesses

NAME: EVANS & EVANS DATES: 08/1992 - PRESENT ADDRESS: 6166 IMPERIAL LOOP, SUITE 17, COLLEGE STATION TX 77845 INVESTMENT RELATED POSITION: INSURANCE AGENT NATURE OF BUSINESS: LIFE INSURANCE AND ANNUITY PRODUCTS HOURS: APPROXIMATELY 25 HRS/WEEK NAME: REDWOOD TAX SPECIALISTS DATES: SINCE 02/2021 ADDRESS: COLLEGE STATION, TX INVESTMENT RELATED POSITION: MANAGING DIRECTOR NATURE OF BUSINESS: INSURANCE SALES HOURS: APPROXIMATELY 5 HRS/MONTH OUTSIDE TRADING HOURS NAME: NATIONAL GOLD CONSULTANTS DATES: SINCE 2016 ADDRESS: COLLEGE STATION, TX INVESTMENT RELATED: YES POSITION: SALES REP NATURE OF BUSINESS: PRECIOUS METAL WHOLESALE HOURS: APPROXIMATELY 5 HRS/MONTH OUTSIDE TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-04
• S63 Uniform Securities Agent State Law Examination
  1996-03-26

Designations

• Certified Financial Planner

Other Names

• Robert Travis Evans