EVERKEY FINANCIAL LLC
Firm details
- Headquarters
- KATY, Texas
- CRD number
- 325189
- Registered since
- April 21, 2026
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, STANCORP EQUITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Everkey Financial LLC operates as an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2026. Ownership is held by an individual and the firm charges clients on a percentage-of-AUM and fixed-fee basis. Its advisory activity specifically includes pension consulting services, and it is not identified as a capital allocator or a multi-state adviser. The firm indicates it is not an active ESG investor and is not affiliated with a related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1RYAN MCPHETRIDGE
Owner, PresidentCRD 4573990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KATY, TX
FORT BEND
Location
KATY, TX
Headquartered in KATY, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- FORT BEND
- Address
- 24285 Katy Fwy
- Time zone
- CT (UTC-6)
- Office locations
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