Evensky & KATZ LLC

Evensky & KATZ, LLC, a Florida-based limited liability company, is known for its exceptional advisory services. With 29 employees serving in advisory roles, the firm's last reported SEC status is approved dating back to April 4, 2001. While the number of clients is unknown, the firm's reputation as a trustworthy advisor makes it a top choice for financial management.

• BRETT DAVID HOROWITZ

  MANAGEMENT COMMITTEE MEMBER owns more than 5% but less than 10%

• DAVID LEE GARCIA

  MANAGEMENT COMMITTEE MEMBER owns less than 5%

• DAVID SAMUEL EVENSKY

  MANAGEMENT COMMITTEE MEMBER owns more than 10% but less than 25%

• DEENA BOONE KATZ

  FOUNDER, MEMBER owns less than 5%

• EVENSKY & KATZ, INC.

  MEMBER owns more than 25% but less than 50%

• HAROLD RAY EVENSKY

  FOUNDER, MEMBER owns less than 5%

• KATHRYN JEAN SALTER

  MANAGEMENT COMMITTEE MEMBER owns less than 5%

• LANE MCMASTER JONES

  MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%

• MARIA CHAVES BIELOW

  CHIEF COMPLIANCE OFFICER, OFFICER owns less than 5%

• MATTHEW A MCGRATH

  MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER owns more than 10% but less than 25%

• STEVEN MICHAEL FOLDES

  MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN owns less than 5%

• TAYLOR MILTON GANG

  MANAGEMENT COMMITTEE MEMBER owns more than 5% but less than 10%

• DEENA BOONE KATZ

  SHAREHOLDER owns more than 50% but less than 75%

• HAROLD RAY EVENSKY

  SHAREHOLDER owns more than 50% but less than 75%

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• Analyzing Evensky & Katz LLC's Mutual Fund Holdings: Q4 2022 vs. Q1 2023 Report Review

• SCHWAB STRATEGIC TR $187,629k
• ISHARES RUS $105,017k
• ISHARES $48,321k
• BARCLAYS BK PLC $30,444k
• FLEXSHARES TR $28,429k
• VANGUARD INDEX FDS TOTAL STK MKT $28,283k
• Invesco S&P 500 High Q(sphq) $27,991k
• ISHARES $26,865k
• VANGUARD INDEX FDS REAL ESTATE ETF $25,027k
• JP MORGAN EXCHANGE TRADED FD $19,456k