Patrick Evans
Grant Street Asset Management · Charlotte, North Carolina
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.
Request an introduction to Patrick →
Specialties
Who they serve
- Multi-generational families
- Founders
- Physicians
- Divorced individuals
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 | $768.9M across 1,297 accounts |
| SEC registration | Investment adviser representative in NC, PA, TX · CRD 5808055 |
| Exams passed | Series 66 (2010) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.gsaminc.com |
Request an introduction to Patrick
Tell Patrick a little about what you're looking for. Patrick isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Patrick
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.
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
- Grant Street Asset Management 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.
See something wrong? Request a correction. Read our methodology.