SourcingSourcing

EVERNEST FINANCIAL ADVISORS

C36
CRD 328161·SEC 801-128908·CARMEL, IN
AUM
$963.0M
$500M-$1B
Est. Revenue
$9.6M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EVERNEST FINANCIAL ADVISORS
CRD
328161
SEC file #
801-128908
EIN
881131554
DBA names
—

Economics

AUM
$963.0M
AUM band
$500M-$1B
AUM trajectory
'25'26
$761.2M → $963.0M▲ +27%
Client mix
Individuals High Net Worth148
Individuals Other146
Charitable Organizations4
Corporations4
Pension Profit Sharing Plans1

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
4 advisors → 5 advisors▲ +25%
Primary office
CARMEL IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
evernestfa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EVERNEST FINANCIAL HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
EVERNEST FINANCIAL HOLDINGS, INC.
Woodworth, Niki, Fowler
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EVERNESTFA.COM
Rdap Domain Creation Date
2021-06-24T15:19:27Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002009530
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2024-02-13
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
11
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0002009530-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
75 EXECUTIVE DRIVE, SUITE BCARMEL, IN 46032
Business
75 EXECUTIVE DRIVE, SUITE BCARMEL, IN 46032
Edgar EIN
881131554
Edgar Recent Filings
13F-HR2026-05-04 · 0002009530-26-000005
N-PX2026-02-13 · 0002009530-26-000004
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-06-24T15:19:27Z
Rdap Domain Last Changed
2026-01-30T16:46:53Z
Rdap Nameservers
Chip.ns.cloudflare.comTiffany.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
Woodworth, Niki, Fowler
IAR · Direct Owner · 7.5%
7249521
Esposito, Frank, Joseph
IAR · Executive Officer · 2.5%
2457931
Elizabeth Anne Reed
IAR
7973324
JOSHUA EUGENE JOHNSON
IAR
6167145
Kevin William Stillman
IAR
6836177
Dylan Fisher
IAR
7772859