SourcingSourcing

EVERKEY FINANCIAL LLC

C41
CRD 325189·SEC 801-135902·KATY, TX
AUM
$10.6M
<$25M
Est. Revenue
$106K
@ 1% on AUM
Est. EBITDA
$32K
@ 30% margin
Est. Deal Value
$254K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EVERKEY FINANCIAL LLC
CRD
325189
SEC file #
801-135902
EIN
—
DBA names
—

Economics

AUM
$10.6M
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
KATY TX
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Pension consultingOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
linkedin.com/in/ryanmcphetridge(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCPHETRIDGE, RYAN, ERIC
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MCPHETRIDGE, RYAN, ERIC
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:everkey.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4631
Soi Zip Pct 200k Plus
0.2277
Soi Zip Returns 200k Plus
12,850
Soi Zip Total AGI
8,381,236
Fdic Zip Total Deposits
46,260,928,000
Fdic Zip Branch Count
594
Fdic Zip Top Banks
Capital One, National Association
Prosperity Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Texas Premier Bank, National AssociationKaty, TX
Coastal Banc, S.S.B.Katy, TX
Fdic Zip HHI
1153.91
Fdic Zip Top Bank Share Pct
18.72
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI145,639
Returns12,790
Stub 2
AGI272,217
Returns7,470
Stub 3
AGI351,937
Returns5,700
Soi Zip Total Business Income
221,463
Soi Zip Total Cap Gains
490,692
Soi Zip Total Dividends
149,826
Soi Zip Total Returns
56,440
Top Owner CRD
4573990
Trust Company Affiliate
No

People (1)

1
MCPHETRIDGE, RYAN, ERIC
IAR · Direct Owner · 87.5%
4573990