Wealth Manager
    SEC Registered
    Manages Private Funds

    Evernest Financial Advisors

    Registered investment advisor · Carmel, Indiana · CRD #328161

    Assets Under Management
    $963M
    Client Accounts
    1,300
    Employees
    6
    CRD Number
    328161
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Evernest Financial Advisors

    EverNest Financial Advisors, founded in 2022, offers financial planning and investment management services to individuals, families, and institutions. The firm is based in Carmel, Indiana, and partners with Sanctuary Wealth for operational support. It is a fiduciary-only firm.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Evernest Financial Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Evernest Financial Advisors's AUM?

    Evernest Financial Advisors reports approximately $963M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Evernest Financial Advisors headquartered?

    Evernest Financial Advisors is headquartered in Carmel, Indiana.

    What is Evernest Financial Advisors's CRD number?

    Evernest Financial Advisors's CRD number is 328161. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Evernest Financial Advisors manage?

    Evernest Financial Advisors manages approximately 1,300 client accounts according to its latest SEC filing.

    Is Evernest Financial Advisors SEC registered?

    Yes, Evernest Financial Advisors is registered with the SEC as an investment adviser with an approved registration status.

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