Daniel Evans
StrategyCap · Bend, Oregon
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.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
Facts
| Firm | StrategyCap |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $64.8M across 129 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 2558673 |
| Exams passed | Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.strategycapllc.com |
| Profile |
How Daniel's firm compares
- StrategyCap's average account is about $503,000, from its Form ADV (assets managed divided by 129 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- StrategyCap website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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