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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Evernest Financial Advisors
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| CRD # | 328161 |
| SEC # | 801-128908 |
| CIK # | 0002009530 |
| AUM | $761.2 M (2025-07-30) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 317-556-1015 |
| Address | 75 Executive Dr Carmel, IN 46032 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| World Currency Gold Trust | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Kingstone Companies Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 48.4 |
| (b) Individuals (high net worth individuals) | 105 | 464.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 14.5 |
| (h) Charitable organizations | 3 | 193.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 40.0 |
| (n) Other | 0 | 0.0 |
| Total | 992 | 761.2 |
| By Discretionary | ||
| Discretionary | 945 | 756.2 |
| Non-Discretionary | 47 | 5.0 |
| Total | 992 | 761.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 761.2 | |
| Total | 992 | 761.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009530] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pitcairn Wealth Advisors LLC
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|
PA | 0.8 |
|
CMH Wealth Management LLC
✚
|
NH | 0.8 |
|
Franklin Parlapiano Turner & Welch LLC
✚
|
TX | 0.8 |
|
Delta Investment Management LLC
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|
CA | 0.8 |
|
Palo Alto Wealth Advisors LLC
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|
CA | 0.8 |
|
Unique Wealth LLC
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|
FL | 0.8 |
|
TSG Advice Partners LLC
✚
|
OH | 0.8 |
|
The Family Firm Inc
✚
|
MD | 0.8 |
|
Shulman Demeo Asset Management LLC
✚
|
NY | 0.8 |
|
Pinney & Scofield Inc
✚
|
MA | 0.7 |