Evan Ke
VAN Strum & Towne · San Francisco, California
Evan Ke is a fee-only financial advisor at VAN Strum & Towne in San Francisco, California, who holds the CFA credential. VAN Strum & Towne reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | VAN Strum & Towne |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $483.0M across 271 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5908815 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.vanstrum.com |
| Profile |
How Evan's firm compares
- VAN Strum & Towne's average account is about $1.8 million, from its Form ADV (assets managed divided by 271 accounts).
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Questions about Evan
Is Evan Ke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and VAN Strum & Towne reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Evan charge for financial advice?
Evan's firm, VAN Strum & Towne, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Evan Ke based?
Evan Ke is based in San Francisco, California.
What credentials does Evan Ke hold?
Evan Ke holds the CFA credential.
Is Evan Ke registered with the SEC?
Yes. Evan Ke is registered as an investment adviser representative in CA (CRD 5908815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does VAN Strum & Towne manage?
VAN Strum & Towne reports $483.0M across 271 accounts in assets under management.
How do I contact Evan Ke?
Through Evan's website, www.vanstrum.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
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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