Everspire

RIASEC RegisteredEst. 2019

Total AUM

$248M

Discretionary

$248M

100% of AUM

Avg account

$128K

Accounts

1,932

Employees

Advisory reps

Firm details

Headquarters: Midvale, Utah
CRD number: 222515
Registered since: July 17, 2019
Website: www.everspire.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, ETC BROKERAGE SERVICES, LLC
Fee structure: Percentage of AUM, Other
Client types: Individuals58.55%
HNWI40.41%
Charitable Organizations0.95%
Corporations / Businesses0.09%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Everspire is a limited liability company that registered with the SEC in 2019 and positions itself as a capital allocator for individual and family clients. Its advisory remit includes discretionary portfolio management for individuals, small businesses and institutional clients, selection and oversight of other advisers, and delivery of educational seminars. The firm charges fees based on a percentage of assets under management (and other fee arrangements) and is set up to serve private clients rather than operating as a pension consultant or family office. Everspire does not list itself as an active ESG investor.