Evan P. Quirk-garvan

NATURAL INVESTMENTS

North Charleston, SC 29405

CRD#: 6559493

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Professional summary

Evan Patrick Quirk-garvan is a registered financial advisor currently at NATURAL INVESTMENTS located in North Charleston, South Carolina.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Evan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Patrick Quirk-garvan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 23, 2024 - Present

NATURAL INVESTMENTS

Office #1: 5107 North Rhett Avenue Suite 600, North Charleston, SC 29405

RIA

CRD#: 113348

North Charleston, SC

Past

January 8, 2016 - March 14, 2022

NATURAL INVESTMENTS

RIA

CRD#: 113348

Charleston, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NATURAL INVESTMENTS

CRD#: 113348 / SEC#: 801-63874

RIA

Registered Investment Advisory firm - (2/10/2005 Approved)

California

Registered Investment Advisory firm - (2/23/2005 Terminated)

Colorado

Registered Investment Advisory firm - (3/16/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(9/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/23/2024

Uniform Investment Adviser Law Examination

Current Firm

NATURAL INVESTMENTS

CRD#: 113348 / SEC#: 801-63874

RIA

Registered Investment Advisory firm - (2/10/2005 Approved)

California

Registered Investment Advisory firm - (2/23/2005 Terminated)

Colorado

Registered Investment Advisory firm - (3/16/2005 Terminated)

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Contact information

Main Address

Windsor, CA

Mailing Address

P.o. Box 7775, #43366, San Francisco, CA 94120-7775

Phone number

(707) 758-0171

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2026 ADV PART 2-REVISED (2/24/2026)

Regulatory assets under management

Total Number of Accounts	4,846
AUM (Assets Under Management)	$ 2,049,934,012

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Evan P. Quirk-garvan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Patrick Quirk-garvan's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATURAL INVESTMENTS

NATURAL INVESTMENTS

Primary Firm SEC Registration

NATURAL INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/23/2024

Current Firm

NATURAL INVESTMENTS

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NATURAL INVESTMENTS

TRUST BUT VERIFY

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