AdvisorCensus / Financial advisors / Evestia Financial
Evestia Financial is an SEC-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.
Quick answers
From the filingHow is Evestia Financial compensated?
On its Form ADV (Item 5.E, October 2026), Evestia Financial reports these compensation arrangements: a percentage of assets under its management.
Is Evestia Financial registered with the SEC or a state?
Evestia Financial is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313074.
How much does Evestia Financial manage?
Evestia Financial reports $33,335,476 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (41% discretionary).
How have Evestia Financial's assets and staff changed since 2021?
In the Form ADV data for Evestia Financial: Regulatory assets under management: $208,573 in the October 2021 data and $33,335,476 in the October 2026 data, up 15883%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Evestia Financial serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (2).
Which custodians does Evestia Financial use?
Evestia Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Evestia Financial 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/313074
Does Evestia Financial state an account minimum?
Its Form ADV Part 2A brochure dated April 1, 2026 says: "There is no account minimum required to open an account with Evestia. As a result of using fractional shares and the automation associated with offering its services online, Evestia makes it possible for retail investors, as well as retirement accounts and trusts, to access its service with no minimum dollar amount."
What changed in Evestia Financial's recent Form ADV filings?
In the May 2026 filing data: Regulatory assets under management went from $52,643,253 to $33,335,476 (-37%).
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
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 2AAccount minimum: None
The brochure's wording
There is no account minimum required to open an account with Evestia. As a result of using fractional shares and the automation associated with offering its services online, Evestia makes it possible for retail investors, as well as retirement accounts and trusts, to access its service with no minimum dollar amount.
As stated in the firm's Form ADV Part 2A brochure dated April 1, 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$33,335,476 as of October 2026, filing dated April 1, 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
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Evestia LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- Yes.
- 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.
- States registered or notice-filed
-
1 state or jurisdiction
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 | $33,335,476 | 2 | April 1, 2026 |
| October 2025 | $52,643,253 | 3 | March 30, 2025 |
| October 2024 | $46,382,655 | 3 | March 30, 2024 |
| October 2023 | $9,767,470 | 3 | March 30, 2023 |
| October 2022 | $2,356,002 | 1 | April 1, 2022 |
| October 2021 | $208,573 | 2 | September 15, 2021 |
Regulatory assets under management: $208,573 in the October 2021 data and $33,335,476 in the October 2026 data, up 15883%.
Total employees: 2 in October 2021 and 2 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- May 2026
- Regulatory assets under management went from $52,643,253 to $33,335,476 (-37%).
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. Evestia Financial (CRD 313074): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/evestia-financial-313074