EVERNEST FINANCIAL ADVISORS
Firm details
- Headquarters
- CARMEL, Indiana
- CRD number
- 328161
- Registered since
- October 30, 2023
- Website
- www.evernestfa.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.19%
- Individuals4.38%
- Charitable Organizations2.52%
- Pension & Profit Sharing Plans1.49%
- Corporations / Businesses1.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Evernest Financial Advisors is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines asset-based fees and fixed-fee arrangements. FINTRX data flags the firm as not acting as a capital allocator and not as an active ESG investor; it also is not identified as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds47%
- Exchange Traded Equities21%
- State & Local Bonds15%
- Cash & Cash Equivalents7%
- US Government Bonds5%
Contacts
3 of 6JOSHUA JOHNSON
Vice President, Financial AdvisorCRD 6167145
Elizabeth Reed
Client Service AssociateCRD 7973324
Dylan Fisher
Vice President, Financial AdvisorCRD 7772859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$398M in ETFs
71%
$283M
26%
$116M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF (SPSM) | State Street | Passive | Small Blend | $29.8M | 562,067 | 7.49% |
Location
CARMEL, IN
HAMILTON
Location
CARMEL, IN
Headquartered in CARMEL, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 75 Executive Dr
- Time zone
- ET (UTC-5)
- Office locations
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