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EVERNEST FINANCIAL ADVISORS

CARMEL, IN · CRD 328161 · IAPD ↗ · evernestfa.com · 317-556-1015

$963.0MRegulatory AUM
5Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2026 — EVERNEST FINANCIAL ADVISORS (CARMEL, IN) left the SEC roster (was $963.0M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
April 2026 — EVERNEST FINANCIAL ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
March 2026 — EVERNEST FINANCIAL ADVISORS notice-filed in CO, MD, NC, NE, OH, PA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2025 — EVERNEST FINANCIAL ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — EVERNEST FINANCIAL ADVISORS crossed $500M in regulatory AUM ($484.8M -> $761.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
October 2024 — EVERNEST FINANCIAL ADVISORS notice-filed in CA, CT, FL, IL, NJ, NY, TX, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2024 — EVERNEST FINANCIAL ADVISORS notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — EVERNEST FINANCIAL ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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