Adviser Profile
| As of Date | 04/23/2026 |
| Registration status | Registration Changed to EVERKEY FINANCIAL LLC |
| ADV Location | KATY, TX, United States |
| Contact Info | (71 xxxxxxx |
| Websites |
| AUM* | 10,572,425 |
| of that, discretionary | 10,572,425 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,286,213 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Pension and profit sharing plans
Advisory Activities
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds