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EVESTIA FINANCIAL
Legal name: EVESTIA LLC
CRD 313074File 801-121180
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$33.3M
Bottom 25% of cohort (national)
Discretionary AUM
$13.8M
Non-discretionary $19.6M
Clients
26
343 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 20, 2021
- Principal office
- Not reported
- Phone
- 801-960-3228
- Website
- https://www.evestia.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $33.3M
- Discretionary AUM
- $13.8M
- Non-discretionary AUM
- $19.6M
- Discretionary accounts
- 86
- Non-discretionary accounts
- 257
- Total accounts
- 343
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $11.1M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 24 | $2.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 3 | 2 | decreased by1 |
| May 1, 2026 | AUM | $52,643,253 | $33,335,476 | decreased by$19,307,777 |
| May 1, 2026 | Accounts | 167 | 343 | increased by176 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1 | 3 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 26 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,356,002 | $52,643,253 | increased by$50,287,251 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12 | 167 | increased by155 |
| May 1, 2022 | Employees | 2 | 1 | decreased by1 |
| May 1, 2022 | Clients | 0 | 12 | increased by12 |
| May 1, 2022 | AUM | $208,573 | $2,356,002 | increased by$2,147,429 |
| May 1, 2022 | Accounts | 3 | 12 | increased by9 |
| Oct 1, 2021 | AUM | $0 | $208,573 | increased by$208,573 |
| Oct 1, 2021 | Accounts | 0 | 3 | increased by3 |
| Jun 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVESTIA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVESTIA FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.