# Everoak Wealth Co

> Everoak Wealth Co is an SEC-registered investment advisory firm in Colorado Springs, CO, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 344190
- Filed as: EVEROAK WEALTH CO
- Legal name: Everoak Wealth Co., LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/344190
- AdvisorCensus page: https://advisorcensus.com/firm/everoak-wealth-co-colorado-springs-co-344190

## Quick answers

**How is Everoak Wealth Co compensated?**
On its Form ADV (Item 5.E, October 2026), Everoak Wealth Co 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.

**Where is Everoak Wealth Co located?**
Everoak Wealth Co's principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Everoak Wealth Co registered with the SEC or a state?**
Everoak Wealth Co is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 344190.

**How much does Everoak Wealth Co manage?**
Everoak Wealth Co reports $0 in regulatory assets under management in its Form ADV filing dated September 1, 2026.

**Does Everoak Wealth Co report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/344190

**What changed in Everoak Wealth Co's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC.

## 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: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/344190

### Websites listed on Form ADV (Item 1.I)
- [everoakwealth.com](https://everoakwealth.com)

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Everoak Wealth Co (CRD 344190): Form ADV filing data as of October 2026.