Harold Evensky’s NewsLetter Vol. 16, No. 3 – August 2023



I thought I’d lead with some really impressive statistics. I just finished reading our latest ADV Part 2 (the SEC disclosure document provided annually to clients) describing the firm.

Evensky & Katz is now solely owned by the firm’s advisors and other professional employees. Ownership is held by eighteen partners: Matt McGrath, Lane Jones, David Evensky, Brett Horowitz, Taylor Gang, Mena Bielow, David Garcia, Joshua Mungavin, John Salter, Kathryn Salter, Anne Bednarz, Michael Hoeflinger, Nyika Pyfrom, Michael Walsh, Roxanne Alexander, Brian Fischer, Marcos Segrera and Katherine Sojo.

As of 12/31/2022, EKF had approximately $2,640,715,000 in assets under its management, belonging to approximately 1,075 clients.

There are now 22 Certified Financial Planners, 2 CPAs, 3 CFAs, and 1 PhD (Personal Financial Planning)

Several staff members are involved in the local community and are or were board members of various organizations. These organizations currently include the American Jewish Committee, Ballet Lubbock, the Baptist Health South Florida Foundation, the Coral Gables Art Cinema, the Coral Gables Community Foundation, the Covenant Foundation board, Foster a Life, Friendship Circle, the Greater Miami Jewish Federation, the Israel Tennis & Education Centers, the Lubbock Symphony Orchestra, Make-A-Wish® Southern Florida, and the Temple Beth Am board.

We’re 38 years old and still growing.

Couldn’t be prouder!!

Evensky & Katz / Foldes Wealth Management Firm Brochure (Part 2A & 2B of Form ADV)