EVERNEST FINANCIAL ADVISORS
SEC Form ADV profile.
Total regulatory AUM
$963,016,606
Discretionary
$911,808,392
Non-discretionary
$51,208,214
Firm details
- CRD number
- 328161
- SEC file number
- 801-128908
- Main office
- CARMEL, IN, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://www.evernestfa.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of May 2026.