Investment adviser · CRD 313074
EVESTIA FINANCIAL
Investment adviser filing (IA)
EVESTIA LLC
· Form ADV filed Apr 1, 2026
- Regulatory AUM
- $33.3M Form ADV · Item 5.F
- Client accounts
- 343 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | Fewer than 5 | $19,559,446 | 58.7% |
| High-net-worth individuals | Fewer than 5 | $11,084,747 | 33.3% |
| Individuals | 24 | $2,691,283 | 8.1% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Retirement plans | Fewer than 5 | $0 | 0.0% |
| Charities | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2090834 · Apr 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 1, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
CRD 313074
Filing source
Form ADV 2090834 · Apr 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.