EVENSKY & KATZ LLC

HTTP://WWW.EVENSKY.COM CORAL GABLES, FL Investment Advisor How do I update this listing?

Evensky & Katz is based out of Coral Gables. Evensky & Katz is a large advisory firm with 986 clients and discretionary assets under management (AUM) of $1,738,917,483 (Form ADV from 2018-09-01). Their last reported 13F filing for Q3 2019 included $732,432,000 in managed 13F securities and a top 10 holdings concentration of 73.14%. Evensky & Katz's largest holding is Schwab U.S. Broad Market ETF with shares held of 2,798,721. Evensky & Katz has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 58 13F filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $732.432 Million
  • Prior Market Value $722.521 Million
  • New Purchases4 stocks
  • Additional Purchases72 stocks
  • Sold out of1 stock
  • Reduced holdings in31 stocks
  • Top 10 Holdings % 73.14 %
  • Turnover % [1]:4.50%
  • Turnover Alt % [2]: 2.27 %
  • Time Held Top20:16.60 quarters
  • Time Held Top10:17.60 quarters
  • Time Held All:14.96 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 5.01%
Performance Last 4 Quarters: 9.62%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR/A (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR/A (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT
4000 PONCE DE LEON BOULEVARD SUITE 850
CORAL GABLES FL    33146
Country: United States

Business Phone: 305-448-8882
Fax: 305-448-1326
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 30
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 43,825,600
Total Number of Clients: 986
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.B (2),11.D (1),11.D (2),11.D (5)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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EVENSKY & KATZ, LLC

ownership team - last updated 2019-08-19
Name Title Start Date Direct/Indirect % Ownership
EVENSKY, HAROLD, RAY FOUNDER, MEMBER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER indirect 1985-10-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTE MEMBER, CHAIRMAN direct 2014-07-01
EVENSKY, BROWN & KATZ SECRETARY direct 2001-01-01 2001-08-22
EVENSKY & KATZ, INC. CHAIRMAN direct 2002-01-01 2007-05-31
EVENSKY & KATZ, INC. PRESIDENT direct 2007-01-01 2008-01-31
EVENSKY & KATZ, LLC ELECTED MANAGER direct 2007-01-01 2014-03-18
KATZ, DEENA, BOONE FOUNDER, MEMBER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER indirect 1990-06-01
EVENSKY & KATZ, LLC MEMBER, CO-CHAIR direct 2014-07-01
EVENSKY, BROWN & KATZ PRESIDENT direct 2001-01-01 2001-08-22
EVENSKY, BROWN & KATZ SECRETARY direct 2002-01-01 2002-05-13
EVENSKY & KATZ, INC. PRESIDENT direct 2002-10-01 2007-05-31
EVENSKY & KATZ, INC. CHAIRMAN direct 2007-01-01 2008-01-31
EVENSKY & KATZ, LLC ELECTED MANAGER direct 2007-01-01 2014-03-18
BIELOW, MARIA, CHAVES CHIEF COMPLIANCE OFFICER, OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01
EVENSKY & KATZ, LLC CHIEF COMPLIANCE OFFICER, OFFICER direct 2004-10-01
JONES, LANE, MCMASTER MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER 07/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, INC. CHIEF OPERATING OFFICER direct 2005-04-01
EVENSKY & KATZ, LLC MEMBER direct 2007-06-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER direct 2014-07-01
EVENSKY & KATZ, INC. MEMBER 01/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC MEMBER direct 2007-01-01
EVENSKY, DAVID, SAMUEL MANAGEMENT COMMITTEE MEMBER 07/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, INC. MEMBER direct 2007-06-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
MCGRATH, MATTHEW, A MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER 07/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, INC. MEMBER direct 2007-07-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER direct 2014-07-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
HOROWITZ, BRETT, DAVID MANAGEMENT COMMITTEE MEMBER 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
GARCIA, DAVID, LEE MANAGEMENT COMMITTEE MEMBER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
FOLDES, STEVEN, MICHAEL MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WOOLF AND FOLDES PARTNER direct 1996-04-01
FOLDES FINANCIAL MANAGEMENT, LLC SHAREHOLDER indirect 2001-12-01
FOLDES FINANCIAL MANAGEMENT, INC. PRESIDENT/SECRETARY/TREASURER/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2002-04-01
FOLDES FINANCIAL MANAGEMENT, LLC CEO AND CHIEF COMPLIANCE OFFICER direct 2008-11-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN direct 2014-07-01
FOLDES FINANCIAL MANAGEMENT, INC. PRESIDENT/SECRETARY/TREASURER/DIRECTOR direct 2002-04-01 2004-03-11
FOLDES FINANCIAL MANAGEMENT, LLC CEO direct 2008-11-01 2009-09-03
GANG, TAYLOR, MILTON MANAGEMENT COMMITTEE MEMBER 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER, MEMBER direct 2014-07-01
SALTER, KATHRYN, JEAN MANAGEMENT COMMITTEE MEMBER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2019-03-01
EVENSKY, HAROLD, RAY SHAREHOLDER EVENSKY & KATZ, INC. 10/01/1985 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER indirect 1985-10-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTE MEMBER, CHAIRMAN direct 2014-07-01
EVENSKY, BROWN & KATZ SECRETARY direct 2001-01-01 2001-08-22
EVENSKY & KATZ, INC. CHAIRMAN direct 2002-01-01 2007-05-31
EVENSKY & KATZ, INC. PRESIDENT direct 2007-01-01 2008-01-31
EVENSKY & KATZ, LLC ELECTED MANAGER direct 2007-01-01 2014-03-18
KATZ, DEENA, BOONE SHAREHOLDER EVENSKY & KATZ, INC. 06/01/1990 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER indirect 1990-06-01
EVENSKY & KATZ, LLC MEMBER, CO-CHAIR direct 2014-07-01
EVENSKY, BROWN & KATZ PRESIDENT direct 2001-01-01 2001-08-22
EVENSKY, BROWN & KATZ SECRETARY direct 2002-01-01 2002-05-13
EVENSKY & KATZ, INC. PRESIDENT direct 2002-10-01 2007-05-31
EVENSKY & KATZ, INC. CHAIRMAN direct 2007-01-01 2008-01-31
EVENSKY & KATZ, LLC ELECTED MANAGER direct 2007-01-01 2014-03-18

EVENSKY & KATZ, LLC

ownership team - last updated 2019-03-19
Name Title Start Date Direct/Indirect % Ownership
EVENSKY, HAROLD, RAY FOUNDER, MEMBER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER indirect 1985-10-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTE MEMBER, CHAIRMAN direct 2014-07-01
EVENSKY, BROWN & KATZ SECRETARY direct 2001-01-01 2001-08-22
EVENSKY & KATZ, INC. CHAIRMAN direct 2002-01-01 2007-05-31
EVENSKY & KATZ, INC. PRESIDENT direct 2007-01-01 2008-01-31
EVENSKY & KATZ, LLC ELECTED MANAGER direct 2007-01-01 2014-03-18
KATZ, DEENA, BOONE FOUNDER, MEMBER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER indirect 1990-06-01
EVENSKY & KATZ, LLC MEMBER, CO-CHAIR direct 2014-07-01
EVENSKY, BROWN & KATZ PRESIDENT direct 2001-01-01 2001-08-22
EVENSKY, BROWN & KATZ SECRETARY direct 2002-01-01 2002-05-13
EVENSKY & KATZ, INC. PRESIDENT direct 2002-10-01 2007-05-31
EVENSKY & KATZ, INC. CHAIRMAN direct 2007-01-01 2008-01-31
EVENSKY & KATZ, LLC ELECTED MANAGER direct 2007-01-01 2014-03-18
BIELOW, MARIA, CHAVES CHIEF COMPLIANCE OFFICER, OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01
EVENSKY & KATZ, LLC CHIEF COMPLIANCE OFFICER, OFFICER direct 2004-10-01
JONES, LANE, MCMASTER MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER 07/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, INC. CHIEF OPERATING OFFICER direct 2005-04-01
EVENSKY & KATZ, LLC MEMBER direct 2007-06-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER direct 2014-07-01
EVENSKY & KATZ, INC. MEMBER 01/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC MEMBER direct 2007-01-01
EVENSKY, DAVID, SAMUEL MANAGEMENT COMMITTEE MEMBER 07/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, INC. MEMBER direct 2007-06-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
MCGRATH, MATTHEW, A MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER 07/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, INC. MEMBER direct 2007-07-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER direct 2014-07-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
HOROWITZ, BRETT, DAVID MANAGEMENT COMMITTEE MEMBER 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
GARCIA, DAVID, LEE MANAGEMENT COMMITTEE MEMBER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
FOLDES, STEVEN, MICHAEL MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WOOLF AND FOLDES PARTNER direct 1996-04-01
FOLDES FINANCIAL MANAGEMENT, LLC SHAREHOLDER indirect 2001-12-01
FOLDES FINANCIAL MANAGEMENT, INC. PRESIDENT/SECRETARY/TREASURER/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2002-04-01
FOLDES FINANCIAL MANAGEMENT, LLC CEO AND CHIEF COMPLIANCE OFFICER direct 2008-11-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN direct 2014-07-01
FOLDES FINANCIAL MANAGEMENT, INC. PRESIDENT/SECRETARY/TREASURER/DIRECTOR direct 2002-04-01 2004-03-11
FOLDES FINANCIAL MANAGEMENT, LLC CEO direct 2008-11-01 2009-09-03
GANG, TAYLOR, MILTON MANAGEMENT COMMITTEE MEMBER 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER, MEMBER direct 2014-07-01
SALTER, KATHRYN, JEAN MANAGEMENT COMMITTEE MEMBER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2019-03-01
EVENSKY, HAROLD, RAY SHAREHOLDER EVENSKY & KATZ, INC. 10/01/1985 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER indirect 1985-10-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTE MEMBER, CHAIRMAN direct 2014-07-01
EVENSKY, BROWN & KATZ SECRETARY direct 2001-01-01 2001-08-22
EVENSKY & KATZ, INC. CHAIRMAN direct 2002-01-01 2007-05-31
EVENSKY & KATZ, INC. PRESIDENT direct 2007-01-01 2008-01-31
EVENSKY & KATZ, LLC ELECTED MANAGER direct 2007-01-01 2014-03-18
KATZ, DEENA, BOONE SHAREHOLDER EVENSKY & KATZ, INC. 06/01/1990 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER indirect 1990-06-01
EVENSKY & KATZ, LLC MEMBER, CO-CHAIR direct 2014-07-01
EVENSKY, BROWN & KATZ PRESIDENT direct 2001-01-01 2001-08-22
EVENSKY, BROWN & KATZ SECRETARY direct 2002-01-01 2002-05-13
EVENSKY & KATZ, INC. PRESIDENT direct 2002-10-01 2007-05-31
EVENSKY & KATZ, INC. CHAIRMAN direct 2007-01-01 2008-01-31
EVENSKY & KATZ, LLC ELECTED MANAGER direct 2007-01-01 2014-03-18

EVENSKY & KATZ, LLC

ownership team - last updated 2017-08-09
Name Title Start Date Direct/Indirect % Ownership
GANG, TAYLOR, MILTON SHAREHOLDER, MEMBER 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER, MEMBER direct 2014-07-01
FOLDES, STEVEN, MICHAEL MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WOOLF AND FOLDES PARTNER direct 1996-04-01
FOLDES FINANCIAL MANAGEMENT, LLC SHAREHOLDER indirect 2001-12-01
FOLDES FINANCIAL MANAGEMENT, INC. PRESIDENT/SECRETARY/TREASURER/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2002-04-01
FOLDES FINANCIAL MANAGEMENT, LLC CEO AND CHIEF COMPLIANCE OFFICER direct 2008-11-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN direct 2014-07-01
FOLDES FINANCIAL MANAGEMENT, INC. PRESIDENT/SECRETARY/TREASURER/DIRECTOR direct 2002-04-01 2004-03-11
FOLDES FINANCIAL MANAGEMENT, LLC CEO direct 2008-11-01 2009-09-03
GARCIA, DAVID, LEE MANAGEMENT COMMITTEE MEMBER 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
HOROWITZ, BRETT, DAVID MANAGEMENT COMMITTEE MEMBER 07/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
MCGRATH, MATTHEW, A MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER 07/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, INC. MEMBER direct 2007-07-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER direct 2014-07-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
EVENSKY, DAVID, SAMUEL MANAGEMENT COMMITTEE MEMBER 07/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, INC. MEMBER direct 2007-06-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
EVENSKY & KATZ, INC. MEMBER 01/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC MEMBER direct 2007-01-01
JONES, LANE, MCMASTER MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER 07/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, INC. CHIEF OPERATING OFFICER direct 2005-04-01
EVENSKY & KATZ, LLC MEMBER direct 2007-06-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER direct 2014-07-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER direct 2014-07-01
BIELOW, MARIA, CHAVES CHIEF COMPLIANCE OFFICER, OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01
EVENSKY & KATZ, LLC CHIEF COMPLIANCE OFFICER, OFFICER direct 2004-10-01
KATZ, DEENA, BOONE MEMBER, CO-CHAIR 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER indirect 1990-06-01
EVENSKY & KATZ, LLC MEMBER, CO-CHAIR direct 2014-07-01
EVENSKY, BROWN & KATZ PRESIDENT direct 2001-01-01 2001-08-22
EVENSKY, BROWN & KATZ SECRETARY direct 2002-01-01 2002-05-13
EVENSKY & KATZ, INC. PRESIDENT direct 2002-10-01 2007-05-31
EVENSKY & KATZ, INC. CHAIRMAN direct 2007-01-01 2008-01-31
EVENSKY & KATZ, LLC ELECTED MANAGER direct 2007-01-01 2014-03-18
EVENSKY, HAROLD, RAY MANAGEMENT COMMITTE MEMBER, CHAIRMAN 07/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER indirect 1985-10-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTE MEMBER, CHAIRMAN direct 2014-07-01
EVENSKY, BROWN & KATZ SECRETARY direct 2001-01-01 2001-08-22
EVENSKY & KATZ, INC. CHAIRMAN direct 2002-01-01 2007-05-31
EVENSKY & KATZ, INC. PRESIDENT direct 2007-01-01 2008-01-31
EVENSKY & KATZ, LLC ELECTED MANAGER direct 2007-01-01 2014-03-18
KATZ, DEENA, BOONE SHAREHOLDER EVENSKY & KATZ INC. 06/01/1990 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER indirect 1990-06-01
EVENSKY & KATZ, LLC MEMBER, CO-CHAIR direct 2014-07-01
EVENSKY, BROWN & KATZ PRESIDENT direct 2001-01-01 2001-08-22
EVENSKY, BROWN & KATZ SECRETARY direct 2002-01-01 2002-05-13
EVENSKY & KATZ, INC. PRESIDENT direct 2002-10-01 2007-05-31
EVENSKY & KATZ, INC. CHAIRMAN direct 2007-01-01 2008-01-31
EVENSKY & KATZ, LLC ELECTED MANAGER direct 2007-01-01 2014-03-18
EVENSKY, HAROLD, RAY SHAREHOLDER EVENSKY & KATZ INC. 10/01/1985 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
EVENSKY & KATZ, LLC SHAREHOLDER indirect 1985-10-01
EVENSKY & KATZ, LLC MANAGEMENT COMMITTE MEMBER, CHAIRMAN direct 2014-07-01
EVENSKY, BROWN & KATZ SECRETARY direct 2001-01-01 2001-08-22
EVENSKY & KATZ, INC. CHAIRMAN direct 2002-01-01 2007-05-31
EVENSKY & KATZ, INC. PRESIDENT direct 2007-01-01 2008-01-31
EVENSKY & KATZ, LLC ELECTED MANAGER direct 2007-01-01 2014-03-18

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