Evestia Financial is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 1, 2026, reports $33M in regulatory assets under management, 2 employees, and 343 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.3% of total clients.
Top client categories% of clientsClients
1
Individuals
92.3%
24
2
HNWI
7.7%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$33Mas of April 1, 2026
Discretionary41.3%
$14M
41% of total RAUM41.3%
Non-discretionary58.7%
$20M
59% of total RAUM58.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$33M
Total Accounts343
10Y AUM Change+$33M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee13:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.