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Everkey Financial LLC

● SEC registered since 2026CRD 325189SEC# 801-135902Katy, TX
Export (members)
Reg. AUM
$10.6M
Employees
1
Accounts
2
Location
Katy, TX

Everkey Financial LLC assets under management

Everkey Financial LLC is an investment advisory firm registered with the SEC based in Katy, TX. The firm has been registered since 2026. It reports $10.6 million in regulatory assets under management and employs 1 people.
www.linkedin.com/in/ryanmcphetridgeView on SEC.gov ↗

Everkey Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Ryan Eric McPhetridge ControlPresident/Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Everkey Financial LLC manage?

Everkey Financial LLC reports $10.6 million in regulatory assets under management on its Form ADV.

How many employees does Everkey Financial LLC have?

Everkey Financial LLC reports 1 employees.

Where is Everkey Financial LLC located?

Everkey Financial LLC is based in Katy, TX and has been SEC-registered since 2026.

Does Everkey Financial LLC disclose fund performance?

Everkey Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address24285 Katy Fwy, Ste 300-28, Katy, TX 77494
Phone(713) 382-1880
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$10.6M
Non-discretionary$0
Total (RAUM)$10.6M