PPrivate Fund Data Log in Join · $37/mo

Evernest Financial Advisors

● SEC registered since 2023CRD 328161SEC# 801-128908Carmel, IN
Export (members)
Reg. AUM
$761.2M
Employees
5
Accounts
992
Location
Carmel, IN

Evernest Financial Advisors assets under management

Evernest Financial Advisors is an investment advisory firm registered with the SEC based in Carmel, IN. The firm has been registered since 2023. It reports $761.2 million in regulatory assets under management and employs 5 people.
www.evernestfa.comView on SEC.gov ↗

Evernest Financial Advisors owners & executives

3 reported
NameTitleOwnershipSince
Frank Joseph Esposito ControlManaging PartnerOver 75%2023
Niki Fowler Woodworth ControlManaging Partner5-10%2023
Niki Fowler Woodworth ControlChief Compliance Officer5-10%2025

Frequently asked questions

How much does Evernest Financial Advisors manage?

Evernest Financial Advisors reports $761.2 million in regulatory assets under management on its Form ADV.

How many employees does Evernest Financial Advisors have?

Evernest Financial Advisors reports 5 employees.

Where is Evernest Financial Advisors located?

Evernest Financial Advisors is based in Carmel, IN and has been SEC-registered since 2023.

Does Evernest Financial Advisors disclose fund performance?

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

Contact & registration

Address75 Executive Dr, Suite B, Carmel, IN 46032
Phone317-556-1015
Office hours9a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
CIK2009530
Discloses disciplinary historyNo

Assets under management

Discretionary$756.2M
Non-discretionary$5M
Total (RAUM)$761.2M