{
  "crd_number": 222515,
  "slug": "everspire-midvale-ut-222515",
  "primary_business_name": "EVERSPIRE",
  "legal_name": "AEGIS WEALTH GROUP, LLC",
  "dbas": [
    "EVERSPIRE 401K",
    "EVERSPIRE WRAP FEE PROGRAM",
    "SYNCHRONY WEALTH MANAGEMENT"
  ],
  "city": "Midvale",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-07-17",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-07-22",
  "carried_forward": false,
  "raum_total": 247716434.0,
  "raum_discretionary": 247716434.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 20,
  "advisory_employees": 15,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 482.0,
      "count": 0,
      "description": "UNASSIGNED",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 2364063.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 145045983.0,
      "count": 752
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 100091667.0,
      "count": 51
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 214239.0,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "ID",
    "IL",
    "NE",
    "NH",
    "NV",
    "OR",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://everspire.com",
    "https://everspire401k.com",
    "https://facebook.com/EVERSPIRE",
    "https://instagram.com/everspire",
    "https://linkedin.com/company/everspire",
    "https://synchronywealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/222515",
  "city_as_filed": "MIDVALE",
  "url": "https://advisorcensus.com/firm/everspire-midvale-ut-222515",
  "display_name": "Everspire",
  "summary": "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.",
  "citation": "AdvisorCensus. Everspire (CRD 222515): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Everspire compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Everspire reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "How much does Everspire charge?",
      "a": "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."
    },
    {
      "q": "Where is Everspire located?",
      "a": "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)."
    },
    {
      "q": "Is Everspire registered with the SEC or a state?",
      "a": "Everspire is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 222515."
    },
    {
      "q": "How much does Everspire manage?",
      "a": "Everspire reports $247,716,434 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Everspire's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Everspire serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (752); high net worth individuals (51)."
    },
    {
      "q": "Which custodians does Everspire use?",
      "a": "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."
    },
    {
      "q": "Does Everspire report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Everspire state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"The Firm's standard fee schedule does not impose an account minimum.\""
    },
    {
      "q": "What changed in Everspire's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 127530398.0,
      "total_employees": 14,
      "filing_date": "2021-03-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 130387950.0,
      "total_employees": 15,
      "filing_date": "2022-03-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 95460565.0,
      "total_employees": 15,
      "filing_date": "2023-08-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 156248570.0,
      "total_employees": 19,
      "filing_date": "2024-08-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 181142726.0,
      "total_employees": 19,
      "filing_date": "2025-03-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 247716434.0,
      "total_employees": 20,
      "filing_date": "2026-07-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $999,999",
        "rate": "1%"
      },
      {
        "band": "$1,000,000 to $4,999,999",
        "rate": "0.9%"
      },
      {
        "band": "$5,000,000 to $9,999,999",
        "rate": "0.7%"
      },
      {
        "band": "$10,000,000 to $24,999,999",
        "rate": "0.5%"
      },
      {
        "band": "$25,000,000 to $49,999,999",
        "rate": "0.3%"
      },
      {
        "band": "$50,000,000 to $249,999,999",
        "rate": "0.2%"
      },
      {
        "band": "$250,000,000 to $999,999,999",
        "rate": "0.1%"
      },
      {
        "band": "Above $1,000,000,000",
        "rate": "0.02%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "Standard Wealth Management Fee Schedule\nAnnual Rates\n$0 – $999,999 1.00%\n$1,000,000 – $4,999,999 0.90%\n$5,000,000 – $9,999,999 0.70%\n$10,000,000 – $24,999,999 0.50%\n$25,000,000 – $49,999,999 0.30%\n$50,000,000 – $249,999,999 0.20%\n$250,000,000 – $999,999,999 0.10%\n$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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Firm's standard fee schedule does not impose an account minimum."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 999999.0,
          "rate_pct": 1.0
        },
        {
          "min": 1000000.0,
          "max": 4999999.0,
          "rate_pct": 0.9
        },
        {
          "min": 5000000.0,
          "max": 9999999.0,
          "rate_pct": 0.7
        },
        {
          "min": 10000000.0,
          "max": 24999999.0,
          "rate_pct": 0.5
        },
        {
          "min": 25000000.0,
          "max": 49999999.0,
          "rate_pct": 0.3
        },
        {
          "min": 50000000.0,
          "max": 249999999.0,
          "rate_pct": 0.2
        },
        {
          "min": 250000000.0,
          "max": 999999999.0,
          "rate_pct": 0.1
        },
        {
          "min": 1000000000.0,
          "max": null,
          "rate_pct": 0.02
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Standard Wealth Management Fee Schedule\nAnnual Rates\n$0 – $999,999 1.00%\n$1,000,000 – $4,999,999 0.90%\n$5,000,000 – $9,999,999 0.70%\n$10,000,000 – $24,999,999 0.50%\n$25,000,000 – $49,999,999 0.30%\n$50,000,000 – $249,999,999 0.20%\n$250,000,000 – $999,999,999 0.10%\n$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.",
      "The Firm's standard fee schedule does not impose an account minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/everspire-midvale-ut-222515.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 752,
      "fewer_than_5": false,
      "raum": 145045983.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 51,
      "fewer_than_5": false,
      "raum": 100091667.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2364063.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": 214239.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": true,
      "raum": 482.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/222515",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}