EVERNEST FINANCIAL ADVISORS

CRD 328161File 801-128908

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$963.0M

Above cohort median (national)

Discretionary AUM

$911.8M

Non-discretionary $51.2M

Clients

303

1,300 accounts

Employees

Above cohort median in IN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Oct 30, 2023
Principal office: 75 EXECUTIVE DR, SUITE B, CARMEL, IN, 46032
Phone: 317-556-1015
Website: https://www.evernestfa.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $963.0M
Discretionary AUM: $911.8M
Non-discretionary AUM: $51.2M
Discretionary accounts: 1,255
Non-discretionary accounts: 45
Total accounts: 1,300
AUM per client: $3.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$13.8M
Charitable organizations	Fewer than 5	$24.3M
High net worth individuals	148	$868.5M
Pension and profit sharing plans	Fewer than 5	$14.3M
Individuals (other than high net worth individuals)	146	$42.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
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.