Evernest Financial Advisors
● SEC registered since 2023CRD 328161SEC# 801-128908Carmel, IN
Reg. AUM
$963M
Employees
6
Accounts
1,300
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 $963 million in regulatory assets under management and employs 6 people.
Evernest Financial Advisors owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evernest Financial Holdings, Inc. Control | Owner | Over 75% | 2026 |
| Frank Joseph Esposito Control | Managing Partner | Under 5% | 2023 |
| Niki Fowler Woodworth Control | Chief Compliance Officer | 5-10% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Evernest Financial Advisors manage?
Evernest Financial Advisors reports $963 million in regulatory assets under management on its Form ADV.
How many employees does Evernest Financial Advisors have?
Evernest Financial Advisors reports 6 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
| Address | 75 Executive Dr, Suite B, Carmel, IN 46032 |
| Phone | 317-556-1015 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2009530 |
| Discloses disciplinary history | No |
Regulatory AUM
$963M▲ 99%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$963Mregulatory AUM
Discretionary $911.8MNon-discretionary $51.2M