EVERSPIRE

Overview

Everspire is a fee-based registered investment advisor that positions itself as a capital allocator for individual and family clients. The firm emphasizes discretionary portfolio management and acts as a selector of third‑party managers, combining direct portfolio oversight with relationships across broker‑dealer, insurance, and accounting channels. Its advisory work spans individual and small business accounts as well as institutional/business mandates, and the firm also runs educational seminars and workshops for clients. Everspire leans toward conventional public investment vehicles rather than thematic ESG strategies (it is not an active ESG investor). Its fee model is built around a percentage of assets under management supplemented by other fee arrangements. As a manager it uses externally managed products and allocates to alternative managers when appropriate, rather than concentrating solely on in‑house proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices