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, ALTRUIST FINANCIAL 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 an independent registered investment adviser organized as a limited liability company and operating as a capital allocator for individual and family clients. Since its SEC registration in 2019 the firm has emphasized discretionary portfolio management for individuals, small businesses and institutional clients, along with selecting third‑party advisers and offering educational seminars and workshops. Its fee model includes percentage‑of‑AUM billing alongside other fee arrangements. Everspire does not identify as an active ESG investor.