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| Keyboard |
| Evernest Financial Advisors
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|---|---|
| CRD # | 328161 |
| SEC # | 801-128908 |
| CIK # | 0002009530 |
| AUM | 963.0 M (2026-03-31) |
| Employees | 6 (83% 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) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| World Currency Gold Trust | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Wal Mart Stores 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) | 146 | 42.2 |
| (b) Individuals (high net worth individuals) | 148 | 868.5 |
| (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 | 1 | 14.3 |
| (h) Charitable organizations | 4 | 24.3 |
| (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 | 4 | 13.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,300 | 963.0 |
| By Discretionary | ||
| Discretionary | 1,255 | 911.8 |
| Non-Discretionary | 45 | 51.2 |
| Total | 1,300 | 963.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 963.0 | |
| Total | 1,300 | 963.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009530] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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