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Advisor

Evin Ersan

Passage Global Capital Management · Bettendorf, Iowa

Evin Ersan is a fee-only financial advisor at Passage Global Capital Management in Bettendorf, Iowa. Passage Global Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmPassage Global Capital Management
Based in Bettendorf, Iowa
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$60.4M across 156 accounts
SEC registration Investment adviser representative in FL, IA, IL · CRD 7985061
Exams passedSeries 65 (2024)
Firm size4 employees
Disclosures None reported
Websiteg.page/passageglobalcapitalmanagement

How Evin's firm compares

  • Passage Global Capital Management's average account is about $387,000, from its Form ADV (assets managed divided by 156 accounts).

What fee-only advisors charge

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Questions about Evin

Is Evin Ersan a fee-only financial advisor?

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

How does Evin charge for financial advice?

Evin's firm, Passage Global Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Evin Ersan based?

Evin Ersan is based in Bettendorf, Iowa.

Is Evin Ersan registered with the SEC?

Yes. Evin Ersan is registered as an investment adviser representative in FL, IA and IL (CRD 7985061), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Passage Global Capital Management manage?

Passage Global Capital Management reports $60.4M across 156 accounts in assets under management.

How do I contact Evin Ersan?

Through Evin's website, g.page/passageglobalcapitalmanagement.

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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