Evan Lyle Hershey

Caldwell Sutter Capital, INC.

26 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth

Caldwell Sutter Capital, INC.

Compensation

Commission-BasedFee-Only (AUM)

Firm Size

7 advisors

Number of Clients

533 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$571.1M

Fee Structure

Minimum Investment:$250K

Location

30 Liberty Ship Way #3225, Sausalito, CA, 94965-3324

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2023

Settled

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Other Business Activities

Evan owns a rental property managed by a rental agency. He also refers prospective borrowers to lenders through Bicentennial Capital, dedicating minimal time to this investment-related activity.