EVESTIA FINANCIAL
EVESTIA LLC Legal Name
Adviser information for EVESTIA FINANCIAL last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 93 | $46.4M |
| Non-Discretionary | 0 | $0 |
| Total | 93 | $46.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 21 | $2.5M |
| HNW Individuals | <5 | $35.6M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $8.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesTHIRD-PARTY MODELS TO UNAFFILIATED RIA'S |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 28.3M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| EVESTIA PROGRAM | ALTRUIST FINANCIAL LLC |
| THIRD-PARTY ADVISOR PROGRAM | ADVYZON INVESTMENT MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-121180 |
|---|---|
| SEC ERA File Number | 801-121180 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313074 |
| Legal Entity Identifier | None |
Principal Office
344 W BRIGHAM RDSAINT GEORGE
UT
United States
Monday - Friday, 10 AM - 5 PM
Tel: 801-960-3228, Fax: None
Chief Compliance Officer
RICK C JASTER
MEMBER
769 N 1280 E
AMERICAN FORK
UT
United States
Tel:
801-718-5953
R*********@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JASTER, RICK, CAMERON | Individual | – | CCO - CHIEF COMPLIANCE OFFICER | 02/2021 | > 75% |
| JASTER, RICK, CAMERON | Individual | – | CFO - CHIEF FINANCIAL OFFICER | 02/2021 | > 75% |