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EVERKEY FINANCIAL LLC

KATY, TX · CRD 325189 · IAPD ↗ · (713) 382-1880

$10.6MRegulatory AUM
1Advisory reps
1Employees
36Clients
0Planning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
May 2026 — EVERKEY FINANCIAL LLC (KATY, TX) is newly SEC-registered with $10.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.