# Everman Prosperity

> Everman Prosperity is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 5, 2026.

- CRD: 329528
- Filed as: EVERMAN PROSPERITY
- Legal name: Everman Prosperity LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: April 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329528
- AdvisorCensus page: https://advisorcensus.com/firm/everman-prosperity-329528

## Quick answers

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

**Is Everman Prosperity registered with the SEC or a state?**
Everman Prosperity is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329528.

**How much does Everman Prosperity manage?**
Everman Prosperity reports $2,036,229 in regulatory assets under management in its Form ADV filing dated April 5, 2026 (100% discretionary).

**What types of clients does Everman Prosperity serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (2).

**Does Everman Prosperity 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/329528

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,036,229
- Discretionary: $2,036,229
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $276,469 |
| High net worth individuals | 2 | $1,759,760 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- prosperwitheverman.com
- Facebook facebook.com
- Instagram @evermanprosperity

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Everman Prosperity (CRD 329528): Form ADV filing data as of October 2026.