LEO H. EVART, INC.
Legal name: EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
CRD #110263 SEC #801-42861 REDWOOD CITY, CA (650) 802-0342
SEC Registered
Total AUM
$238.9M
Discretionary
$238.9M
Employees
3
Clients
51
Accounts
705
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $238.9M | $238.9M | $0 | 3 | 5 |
| Mar 2024 | $216.5M | $216.5M | $0 | 2 | 5 |
| Mar 2023 | $185.9M | $185.9M | $0 | 2 | 4 |
| May 2022 | $222.1M | $222.1M | $0 | 2 | 4 |
| Apr 2022 | $222.1M | $222.1M | $0 | 2 | 4 |
| Apr 2022 | $222.1M | $222.1M | $0 | 2 | 4 |
| Feb 2021 | $227.1M | $174.3M | $52.8M | 2 | 250 |
| Jan 2021 | $230.4M | $181.8M | $48.6M | 2 | 290 |
| Jan 2021 | $230.4M | $181.8M | $48.6M | 2 | 290 |
| Sep 2020 | $230.4M | $181.8M | $48.6M | 2 | 290 |
| Jul 2020 | $215.7M | $157.4M | $58.3M | 2 | 300 |
| Jun 2020 | $215.7M | $157.4M | $58.3M | 2 | 300 |
| Sep 2019 | $215.7M | $157.4M | $58.3M | 2 | 300 |
| Sep 2019 | $215.7M | $157.4M | $58.3M | 2 | 300 |
| Sep 2018 | $220.8M | $160.8M | $60M | 2 | 0 |
| Sep 2017 | $189.9M | $136.2M | $53.7M | 2 | 200 |
| Aug 2017 | $189.9M | $136.2M | $53.7M | 2 | 200 |
| Sep 2016 | $165.8M | $123.4M | $42.4M | 2 | 200 |
| Sep 2015 | $180.3M | $137.9M | $42.3M | 2 | 200 |
| Feb 2015 | $173.6M | $130.4M | $43.3M | 2 | 200 |
| Feb 2015 | $173.6M | $130.4M | $43.3M | 2 | 200 |
| Feb 2015 | $173.6M | $130.4M | $43.3M | 2 | 200 |
| Aug 2014 | $173.6M | $130.4M | $43.3M | 2 | 200 |
| Aug 2014 | $173.6M | $130.4M | $43.3M | 2 | 200 |
| Aug 2013 | $144M | $93.8M | $50.3M | 2 | 200 |
| Aug 2012 | $131.2M | $85.7M | $45.6M | 1 | 200 |
| Feb 2012 | $124.4M | $85.7M | $38.7M | 1 | 200 |
| Sep 2011 | $84.2M | $84.2M | $0 | 5 | -- |
| Aug 2010 | $65.8M | $65.8M | $0 | 5 | -- |
| Feb 2009 | $86.4M | $86.4M | $0 | 5 | -- |
| Nov 2007 | $91.3M | $91.3M | $0 | 5 | -- |
| Feb 2005 | $56.3M | $56.3M | $0 | 5 | -- |
| Sep 2004 | $56.3M | $56.3M | $0 | 5 | -- |
| May 2001 | $70M | $70M | $0 | 5 | -- |
DateMar 2025
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees3
Clients5
DateMar 2024
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees2
Clients5
DateMar 2023
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees2
Clients4
DateMay 2022
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees2
Clients4
DateApr 2022
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees2
Clients4
DateApr 2022
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees2
Clients4
DateFeb 2021
Total AUM$227.1M
Discretionary$174.3M
Non-Disc.$52.8M
Employees2
Clients250
DateJan 2021
Total AUM$230.4M
Discretionary$181.8M
Non-Disc.$48.6M
Employees2
Clients290
DateJan 2021
Total AUM$230.4M
Discretionary$181.8M
Non-Disc.$48.6M
Employees2
Clients290
DateSep 2020
Total AUM$230.4M
Discretionary$181.8M
Non-Disc.$48.6M
Employees2
Clients290
DateJul 2020
Total AUM$215.7M
Discretionary$157.4M
Non-Disc.$58.3M
Employees2
Clients300
DateJun 2020
Total AUM$215.7M
Discretionary$157.4M
Non-Disc.$58.3M
Employees2
Clients300
DateSep 2019
Total AUM$215.7M
Discretionary$157.4M
Non-Disc.$58.3M
Employees2
Clients300
DateSep 2019
Total AUM$215.7M
Discretionary$157.4M
Non-Disc.$58.3M
Employees2
Clients300
DateSep 2018
Total AUM$220.8M
Discretionary$160.8M
Non-Disc.$60M
Employees2
Clients0
DateSep 2017
Total AUM$189.9M
Discretionary$136.2M
Non-Disc.$53.7M
Employees2
Clients200
DateAug 2017
Total AUM$189.9M
Discretionary$136.2M
Non-Disc.$53.7M
Employees2
Clients200
DateSep 2016
Total AUM$165.8M
Discretionary$123.4M
Non-Disc.$42.4M
Employees2
Clients200
DateSep 2015
Total AUM$180.3M
Discretionary$137.9M
Non-Disc.$42.3M
Employees2
Clients200
DateFeb 2015
Total AUM$173.6M
Discretionary$130.4M
Non-Disc.$43.3M
Employees2
Clients200
DateFeb 2015
Total AUM$173.6M
Discretionary$130.4M
Non-Disc.$43.3M
Employees2
Clients200
DateFeb 2015
Total AUM$173.6M
Discretionary$130.4M
Non-Disc.$43.3M
Employees2
Clients200
DateAug 2014
Total AUM$173.6M
Discretionary$130.4M
Non-Disc.$43.3M
Employees2
Clients200
DateAug 2014
Total AUM$173.6M
Discretionary$130.4M
Non-Disc.$43.3M
Employees2
Clients200
DateAug 2013
Total AUM$144M
Discretionary$93.8M
Non-Disc.$50.3M
Employees2
Clients200
DateAug 2012
Total AUM$131.2M
Discretionary$85.7M
Non-Disc.$45.6M
Employees1
Clients200
DateFeb 2012
Total AUM$124.4M
Discretionary$85.7M
Non-Disc.$38.7M
Employees1
Clients200
DateSep 2011
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$65.8M
Discretionary$65.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$86.4M
Discretionary$86.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--