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EVERNEST FINANCIAL ADVISORS
CRD 328161 · SEC 801-128908
75 EXECUTIVE DR, SUITE B, CARMEL, IN, 46032, United States
Phone
317-556-1015
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$963.0M
Discretionary AUM
$911.8M
Team
6 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $42.2M |
| High net worth individuals | 148 | $868.5M |
| Pension/profit sharing plans | 1 | $14.3M |
| Charitable organizations | 4 | $24.3M |
| Corporations/business entities | 4 | $13.8M |
States served
CA, CO, IL, IN, KY, MD, NE, NJ, NY, NC, OH, PA, VA, WI, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD