# Patrick Evans

> Patrick Evans is a fee-only financial advisor at Grant Street Asset Management in Charlotte, North Carolina. Patrick focuses on family wealth transfer, small business owners and sustainable & impact investing. Grant Street Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Grant Street Asset Management
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $768.9M across 1,297 accounts
- **Specialties:** Family wealth transfer, Small business owners, Sustainable & impact investing
- **Works with:** Multi-generational families, Founders, Physicians, Divorced individuals
- **CRD:** 5808055 (https://adviserinfo.sec.gov/individual/summary/5808055)
- **SEC registration:** Investment adviser representative in NC, PA, TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 18 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.gsaminc.com

## Frequently asked questions

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

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

### How does Patrick charge for financial advice?

Patrick's firm, Grant Street Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Patrick Evans based?

Patrick Evans is based in Charlotte, North Carolina.

### What does Patrick specialize in?

Patrick's specialties include family wealth transfer, small business owners and sustainable & impact investing. Patrick works with multi-generational families, founders, physicians and divorced individuals.

### Is Patrick Evans registered with the SEC?

Yes. Patrick Evans is registered as an investment adviser representative in NC, PA and TX (CRD 5808055), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Grant Street Asset Management manage?

Grant Street Asset Management reports $768.9M across 1,297 accounts in assets under management.

### How do I contact Patrick Evans?

Through Patrick's website, www.gsaminc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5808055): 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.gsaminc.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.