AdvisorCensus / Financial advisors / Utah / Salt Lake City / Everspire
Everspire is an SEC-registered investment advisory firm in Midvale, UT, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.
Quick answers
From the filingHow is Everspire compensated?
On its Form ADV (Item 5.E, October 2026), Everspire reports these compensation arrangements: a percentage of assets under its management; other.
How much does Everspire charge?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Up to $999,999: 1% a year; $1,000,000 to $4,999,999: 0.9% a year; $5,000,000 to $9,999,999: 0.7% a year; $10,000,000 to $24,999,999: 0.5% a year; $25,000,000 to $49,999,999: 0.3% a year; $50,000,000 to $249,999,999: 0.2% a year; $250,000,000 to $999,999,999: 0.1% a year; Above $1,000,000,000: 0.02% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Everspire located?
Everspire's principal office is in Midvale, UT, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Everspire registered with the SEC or a state?
Everspire is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 222515.
How much does Everspire manage?
Everspire reports $247,716,434 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary).
How have Everspire's assets and staff changed since 2021?
In the Form ADV data for Everspire: Regulatory assets under management: $127,530,398 in the October 2021 data and $247,716,434 in the October 2026 data, up 94%. Total employees: 14 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Everspire serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (752); high net worth individuals (51).
Which custodians does Everspire use?
Everspire's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Everspire 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/222515
Does Everspire state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "The Firm's standard fee schedule does not impose an account minimum."
What changed in Everspire's recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $999,999 | 1% |
| $1,000,000 to $4,999,999 | 0.9% |
| $5,000,000 to $9,999,999 | 0.7% |
| $10,000,000 to $24,999,999 | 0.5% |
| $25,000,000 to $49,999,999 | 0.3% |
| $50,000,000 to $249,999,999 | 0.2% |
| $250,000,000 to $999,999,999 | 0.1% |
| Above $1,000,000,000 | 0.02% |
The brochure's wording
Standard Wealth Management Fee Schedule Annual Rates $0 – $999,999 1.00% $1,000,000 – $4,999,999 0.90% $5,000,000 – $9,999,999 0.70% $10,000,000 – $24,999,999 0.50% $25,000,000 – $49,999,999 0.30% $50,000,000 – $249,999,999 0.20% $250,000,000 – $999,999,999 0.10% $1,000,000,000 and above 0.02%
Aegis's advisory fees are based on a percentage of assets under management. Fees are generally not negotiable.
Account minimum: None
The brochure's wording
The Firm's standard fee schedule does not impose an account minimum.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$247,716,434 as of October 2026, filing dated July 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Aegis Wealth Group, LLC
- Also doing business as
- EVERSPIRE 401K, EVERSPIRE WRAP FEE PROGRAM, SYNCHRONY WEALTH MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 20. Performing investment advisory functions: 15.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
13 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $247,716,434 | 20 | July 22, 2026 |
| October 2025 | $181,142,726 | 19 | March 30, 2025 |
| October 2024 | $156,248,570 | 19 | August 11, 2024 |
| October 2023 | $95,460,565 | 15 | August 11, 2023 |
| October 2022 | $130,387,950 | 15 | March 14, 2022 |
| October 2021 | $127,530,398 | 14 | March 27, 2021 |
Regulatory assets under management: $127,530,398 in the October 2021 data and $247,716,434 in the October 2026 data, up 94%.
Total employees: 14 in October 2021 and 20 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 13 to 15.
- Regulatory assets under management went from $181,142,726 to $247,716,434 (+37%).
- Registered or notice-filed in IL, NE, NH, OR.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Everspire (CRD 222515): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/everspire-midvale-ut-222515