EVERNEST FINANCIAL ADVISORS
CRD #328161 SEC #801-128908 CARMEL, IN 317-556-1015
SEC Registered
Total AUM
$761.2M
Discretionary
$756.2M
Employees
5
Clients
0
Accounts
992
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $761.2M | $756.2M | $5M | 5 | 0 |
| Jul 2025 | $761.2M | $756.2M | $5M | 5 | 0 |
| May 2025 | $761.2M | $756.2M | $5M | 5 | 0 |
| Mar 2025 | $761.2M | $756.2M | $5M | 5 | 0 |
| Mar 2025 | $761.2M | $756.2M | $5M | 5 | 0 |
| Jan 2025 | $484.8M | $475.6M | $9.2M | 5 | 0 |
| Sep 2024 | $484.8M | $475.6M | $9.2M | 5 | 0 |
| Jul 2024 | $484.8M | $475.6M | $9.2M | 5 | 0 |
| Jun 2024 | $484.8M | $475.6M | $9.2M | 5 | 0 |
| Mar 2024 | $484.8M | $475.6M | $9.2M | 5 | 0 |
| Mar 2024 | $484.8M | $475.6M | $9.2M | 5 | 0 |
| Mar 2024 | $484.8M | $475.6M | $9.2M | 5 | 0 |
| Feb 2024 | $0 | $0 | $0 | 5 | 0 |
| Dec 2023 | $0 | $0 | $0 | 5 | 0 |
| Nov 2023 | $0 | $0 | $0 | 5 | 0 |
| Sep 2023 | $0 | $0 | $0 | 4 | 0 |
| Sep 2023 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$761.2M
Discretionary$756.2M
Non-Disc.$5M
Employees5
Clients0
DateJul 2025
Total AUM$761.2M
Discretionary$756.2M
Non-Disc.$5M
Employees5
Clients0
DateMay 2025
Total AUM$761.2M
Discretionary$756.2M
Non-Disc.$5M
Employees5
Clients0
DateMar 2025
Total AUM$761.2M
Discretionary$756.2M
Non-Disc.$5M
Employees5
Clients0
DateMar 2025
Total AUM$761.2M
Discretionary$756.2M
Non-Disc.$5M
Employees5
Clients0
DateJan 2025
Total AUM$484.8M
Discretionary$475.6M
Non-Disc.$9.2M
Employees5
Clients0
DateSep 2024
Total AUM$484.8M
Discretionary$475.6M
Non-Disc.$9.2M
Employees5
Clients0
DateJul 2024
Total AUM$484.8M
Discretionary$475.6M
Non-Disc.$9.2M
Employees5
Clients0
DateJun 2024
Total AUM$484.8M
Discretionary$475.6M
Non-Disc.$9.2M
Employees5
Clients0
DateMar 2024
Total AUM$484.8M
Discretionary$475.6M
Non-Disc.$9.2M
Employees5
Clients0
DateMar 2024
Total AUM$484.8M
Discretionary$475.6M
Non-Disc.$9.2M
Employees5
Clients0
DateMar 2024
Total AUM$484.8M
Discretionary$475.6M
Non-Disc.$9.2M
Employees5
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0