# Everkey Financial LLC

> Everkey Financial LLC is an SEC-registered investment advisory firm in Katy, TX, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 325189
- Filed as: EVERKEY FINANCIAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Katy, TX
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325189
- AdvisorCensus page: https://advisorcensus.com/firm/everkey-financial-llc-katy-tx-325189

## Quick answers

**How is Everkey Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Everkey Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Everkey Financial LLC located?**
Everkey Financial LLC's principal office is in Katy, TX, according to its Form ADV.

**Is Everkey Financial LLC registered with the SEC or a state?**
Everkey Financial LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 325189.

**How much does Everkey Financial LLC manage?**
Everkey Financial LLC reports $10,572,425 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**Which custodians does Everkey Financial LLC use?**
Everkey Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Stancorp Equities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Everkey Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325189

**Does Everkey Financial LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "There is no account minimum for any of EverKey’s services."

**What changed in Everkey Financial LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> There is no account minimum for any of EverKey’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Stancorp Equities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $10,572,425
- Discretionary: $10,572,425
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $10,572,425 |

### Advisory services (Item 5.G)
- Pension consulting services
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- everkeyfinancial.com
- LinkedIn @everkey-financial
- LinkedIn @ryanmcphetridge

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Everkey Financial LLC (CRD 325189): Form ADV filing data as of October 2026.