EVEREST FINANCIAL GROUP

Legal name: EVEREST FINANCIAL GROUP LLC

CRD 137260File 801-67635

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.00B

Above cohort median (national)

Discretionary AUM

$989.4M

Non-discretionary $13.1M

Clients

1,940

4,505 accounts

Employees

Above cohort median in MN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Mar 30, 2007
Principal office: 701 XENIA AVE S, SUITE 250, MINNEAPOLIS, MN, 55416-1029
Phone: 763-923-7525
Website: https://www.sincerefinancial.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.00B
Discretionary AUM: $989.4M
Non-discretionary AUM: $13.1M
Discretionary accounts: 4,463
Non-discretionary accounts: 42
Total accounts: 4,505
AUM per client: $517K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	350	$621.7M
Individuals (other than high net worth individuals)	1,590	$380.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGER
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.