Chadd M. Evans

OVERLAY MANAGEMENT

ALPHARETTA, GA 30009

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CRD#: 6903234

Professional summary

Chadd Mclane Evans is a registered financial advisor currently at OVERLAY MANAGEMENT, LLC located in Alpharetta, Georgia.

Chadd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Chadd has worked at 3 firms .

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 Chadd Mclane Evans's 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

March 31, 2023 - Present

OVERLAY MANAGEMENT, LLC

Office #1: 11720 Amber Park Drive, Suite 425, Alpharetta, GA 30009

RIA

CRD#: 324401

ALPHARETTA, GA

Past

July 8, 2020 - January 5, 2022

ALTERA ADVISORS, LLC

RIA

CRD#: 308222

ATLANTA, GA

Past

February 15, 2018 - January 5, 2022

ALTERA PRIVATE ACCESS, LLC

RIA

CRD#: 287467

ATLANTA, GA

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

Georgia
(3/31/2023)

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

Current Firm

OVERLAY MANAGEMENT, LLC

OVERLAY MANAGEMENT | OVERLAY MANAGEMENT, LLC

CRD#: 324401 / SEC#:

Georgia

Registered Investment Advisory firm - (3/31/2023 Approved)

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Contact information

Main Address

11720 Amber Park Drive, Suite 425, Alpharetta, GA 30009

Mailing Address

Phone number

(770) 415-0596

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 71,962,270

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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Chadd M. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chadd Mclane Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

OVERLAY MANAGEMENT, LLC

ALTERA ADVISORS, LLC

ALTERA PRIVATE ACCESS, LLC

State Registrations and Notice Filings

Exams

Current Firm

OVERLAY MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OVERLAY MANAGEMENT, LLC

TRUST BUT VERIFY

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