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 an LLC and registered with the SEC in 2023. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management services for individuals and small businesses. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the provided snapshot. Ownership is a mix of domestic entities and individuals, and the firm does not act as a capital allocator or pension consultant.
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 6
Joshua Johnson
Associate Wealth AdvisorCRD 6167145
Elizabeth Reed
Client Service AssociateCRD 7973324
Dylan Fisher
Associate Wealth AdvisorCRD 7772859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$412M in ETFs
72%
$295M
26%
$117M
| 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 | $34.6M | 599,855 | 8.39% |
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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