Everkey Financial LLC
● SEC registered since 2026CRD 325189SEC# 801-135902Katy, TX
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.
Everkey Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Eric McPhetridge Control | President/Chief Compliance Officer | Over 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
| Address | 24285 Katy Fwy, Ste 300-28, Katy, TX 77494 |
| Phone | (713) 382-1880 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$10.6MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$10.6Mregulatory AUM
Discretionary $10.6M