# Daniel Evans

> Daniel Evans is a fee-only financial advisor at StrategyCap in Bend, Oregon. Daniel focuses on small business owners, estate & legacy planning and retirement planning. StrategyCap reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-evans-2558673/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** StrategyCap
- **Based in:** Bend, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $64.8M across 129 accounts
- **Specialties:** Small business owners, Estate & legacy planning, Retirement planning
- **Works with:** Founders, Executives, Retirees
- **CRD:** 2558673 (https://adviserinfo.sec.gov/individual/summary/2558673)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 66 (2004)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.strategycapllc.com

## Frequently asked questions

### Is Daniel Evans a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and StrategyCap reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, StrategyCap, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Evans based?

Daniel Evans is based in Bend, Oregon.

### What does Daniel specialize in?

Daniel's specialties include small business owners, estate & legacy planning and retirement planning. Daniel works with founders, executives and retirees.

### Is Daniel Evans registered with the SEC?

Yes. Daniel Evans is registered as an investment adviser representative in OR, TX and WA (CRD 2558673), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does StrategyCap manage?

StrategyCap reports $64.8M across 129 accounts in assets under management.

### How do I contact Daniel Evans?

Through Daniel's website, www.strategycapllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2558673): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.strategycapllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.