Overview
Assets Under Management: $761 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 105
Average Client Assets: $4 million
Frequently Asked Questions
EVERNEST FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328161), EVERNEST FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
EVERNEST FINANCIAL ADVISORS is headquartered in CARMEL, IN.
EVERNEST FINANCIAL ADVISORS serves 105 high-net-worth clients according to their SEC filing dated November 26, 2025. View client details ↓
According to their SEC Form ADV, EVERNEST FINANCIAL ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
EVERNEST FINANCIAL ADVISORS manages $761 million in client assets according to their SEC filing dated November 26, 2025.
According to their SEC Form ADV, EVERNEST FINANCIAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.06
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 992
Discretionary Accounts: 945
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 328161
Filing ID: 2030558
Last Filing Date: 2025-11-26 15:23:54
Website: 0