Dong Zhang
Evla Hills Equity Services · Saratoga, California
Dong Zhang is a fee-only financial advisor at Evla Hills Equity Services in Saratoga, California. Evla Hills Equity Services reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Evla Hills Equity Services |
|---|---|
| Based in | Saratoga, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $51.6M across 62 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2413449 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.evlahills.com |
| Profile |
How Dong's firm compares
- Evla Hills Equity Services's average account is about $833,000, from its Form ADV (assets managed divided by 62 accounts).
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Questions about Dong
Is Dong Zhang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dong holds no broker registration, and Evla Hills Equity Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dong charge for financial advice?
Dong's firm, Evla Hills Equity Services, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Dong Zhang based?
Dong Zhang is based in Saratoga, California.
Is Dong Zhang registered with the SEC?
Yes. Dong Zhang is registered as an investment adviser representative in CA (CRD 2413449), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evla Hills Equity Services manage?
Evla Hills Equity Services reports $51.6M across 62 accounts in assets under management.
How do I contact Dong Zhang?
Through Dong's website, www.evlahills.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
- 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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