Evestia Financial

Overview

Evestia Financial is a fee-based registered investment adviser organized as an LLC and focused on portfolio management for individuals and small businesses. The firm builds portfolios with a clear equity tilt: exchange-traded equities are the dominant allocation and drive day-to-day investment activity. Evestia Financial operates with a mix of discretionary and non-discretionary relationships, managing client mandates while also accommodating client-directed accounts. The adviser does not present itself as an active ESG investor and does not operate as a multi-state adviser or third-party capital allocator. Its fee model is percentage of AUM, and its client base is concentrated on individual and family relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices