You're signed outSign in or to get full access.
Evernest Financial Advisors, LLC
Evernest Financial Advisors, LLC is an SEC-registered investment adviser based in Carmel, Indiana, United States. Founded in 2011, the firm employs 5 staff, of which 80% are involved in investment activities. Evernest provides financial planning and investment management services to individuals, families, nonprofits, and institutions nationwide. The firm emphasizes personalized, fair, and high-IQ investment advice, serving clients regardless of asset minimums, including high-net-worth individuals and multi-million-dollar organizations.
Investment Strategy
Evernest Financial Advisors pursues a customized approach to investment management tailored to each client’s needs, avoiding asset minimums and emphasizing Midwestern values. The firm utilizes diversified portfolios focused on equities (such as Apple, Microsoft, Nvidia), ETFs, and sector funds, primarily through discretionary management. Their strategy includes financial planning and working with both individual investors and institutions, with a focus on fairness, transparency, and long-term growth aligned with client objectives.
Latest 13F Filing Activity
Evernest Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 171 equity positions with a total 13F market value of $309M. The fund increased holdings in SPDR Series Trust, Capital Group International, World Gold TR among other positions. Evernest Financial Advisors, LLC reduced exposure to Nvidia Corporation, Wisdomtree TR, Ishares TR among others.
Top Holdings
Equity Positions (171)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLDM | WORLD GOLD TR | 8.42% | $26.0M | 396,942 | $45.99 | $65.52 | +$3.0M |
I IVV | ISHARES TR | 5.43% | $16.8M | 27,020 | $495.71 | $620.90 | +$1.3M |
I IJH | ISHARES TR | 5.16% | $16.0M | 257,361 | $56.10 | $62.02 | +$952.3K |
R RSP | INVESCO EXCHANGE TRADED FD T | 4.71% | $14.5M | 80,039 | $161.24 | $181.74 | +$1.2M |
F FFSM | FIDELITY COVINGTON TRUST | 3.58% | $11.1M | 406,512 | $27.09 | $27.19 | +$1.1M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more