# Everguide Financial Group, LLC

> Everguide Financial Group, LLC is a state-registered investment advisory firm in Cranford, NJ, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 283681
- Filed as: EVERGUIDE FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cranford, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283681
- AdvisorCensus page: https://advisorcensus.com/firm/everguide-financial-group-llc-cranford-nj-283681

## Quick answers

**How is Everguide Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Everguide Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Everguide Financial Group, LLC located?**
Everguide Financial Group, LLC's principal office is in Cranford, NJ, according to its Form ADV.

**Is Everguide Financial Group, LLC registered with the SEC or a state?**
Everguide Financial Group, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283681.

**How much does Everguide Financial Group, LLC manage?**
Everguide Financial Group, LLC reports $45,130,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Everguide Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (30); charitable organizations (1).

**Does Everguide Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283681

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $45,130,000
- Discretionary: $45,130,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $8,527,000 |
| High net worth individuals | 30 | $35,843,000 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | 1 | $760,000 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- everguidefinancialgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Everguide Financial Group, LLC (CRD 283681): Form ADV filing data as of October 2026.