# 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.

- CRD: 222515
- Filed as: EVERSPIRE
- 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)
- Location: Midvale, UT
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/222515
- AdvisorCensus page: https://advisorcensus.com/firm/everspire-midvale-ut-222515

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- 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

> 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 Firm's standard fee schedule does not impose an account minimum.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Fidelity Brokerage Services LLC

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: $247,716,434
- Discretionary: $247,716,434
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 752 | $145,045,983 |
| High net worth individuals | 51 | $100,091,667 |
| Banking or thrift institutions | 0 | $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) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $2,364,063 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $214,239 |
| Other | Fewer than 5 | $482 |

### 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 20 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, IL, NE, NH, NV, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Abilene, TX

### Websites listed on Form ADV (Item 1.I)
- everspire.com
- everspire401k.com
- synchronywealth.com
- Facebook @EVERSPIRE
- Instagram @everspire
- LinkedIn @everspire

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $127,530,398 | 14 | March 27, 2021 |
| October 2022 | $130,387,950 | 15 | March 14, 2022 |
| October 2023 | $95,460,565 | 15 | August 11, 2023 |
| October 2024 | $156,248,570 | 19 | August 11, 2024 |
| October 2025 | $181,142,726 | 19 | March 30, 2025 |
| October 2026 | $247,716,434 | 20 | July 22, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Everspire (CRD 222515): Form ADV filing data as of October 2026.