{"url":"https://nivawealth.com/firms/everest-financial-group-137260","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/137260","regulatoryAum":1002472036,"crd":"137260","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2496814","suffix":null,"lastName":"CHAN","firstName":"TIOW","middleName":"DENNIS"},{"crd":"4128745","suffix":null,"lastName":"DIONG","firstName":"TAI HWEE","middleName":"STANLEY"},{"crd":"7120994","suffix":null,"lastName":"Johnston","firstName":"Joseph","middleName":"Norman"},{"crd":"7384006","suffix":null,"lastName":"Kaufman","firstName":"Christopher","middleName":"Ryan"},{"crd":"2207854","suffix":null,"lastName":"KEARNS","firstName":"KING","middleName":"SAMUEL"},{"crd":"1999164","suffix":"II","lastName":"MACKIMM","firstName":"JOHN","middleName":"WILLIAM"},{"crd":"2412649","suffix":"II","lastName":"MATEJCEK","firstName":"JAMES","middleName":"JOSEPH"},{"crd":"1304366","suffix":null,"lastName":"MOCK","firstName":"DOUGLAS","middleName":"MILES"},{"crd":"6353276","suffix":null,"lastName":"Muscat","firstName":"Paul","middleName":"W"},{"crd":"1941592","suffix":null,"lastName":"SCHROEDER","firstName":"JULIEANN","middleName":"ELIZABETH"},{"crd":"2133180","suffix":null,"lastName":"VAN ORNUM","firstName":"CONNIE","middleName":"ANN"},{"crd":"2522891","suffix":null,"lastName":"WOGSTAD","firstName":"NIKOLAS","middleName":"PAUL"}],"total":12,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-29","regulatoryAum":540196555,"clients":5262,"employees":12,"offices":5},{"filedOn":"2022-03-17","regulatoryAum":684967370,"clients":7527,"employees":18,"offices":5},{"filedOn":"2023-03-22","regulatoryAum":607077682,"clients":1773,"employees":18,"offices":5},{"filedOn":"2024-06-25","regulatoryAum":828854265,"clients":2165,"employees":14,"offices":6},{"filedOn":"2025-03-25","regulatoryAum":912366781,"clients":2623,"employees":12,"offices":6},{"filedOn":"2026-03-30","regulatoryAum":1002472036,"clients":1940,"employees":12,"offices":5}],"secFileNumber":"801-67635","legalName":"Everest Financial Group LLC","displayName":"Everest Financial Group","slug":"everest-financial-group-137260","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Minnesota limited liability company","fiscalYearEnd":"December","headquarters":{"street":"701 Xenia Ave S, Suite 250","city":"Minneapolis","state":"MN","stateName":"Minnesota","country":"United States","postalCode":"55416-1029"},"tradeNames":["Sincere Financial LTD"],"registration":{"secApproved":"30 March 2007","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":516738.1628865979,"staff":{"employees":12,"advisory":12,"brokerDealerReps":12,"insuranceAgents":10,"promoters":0},"aum":{"regulatory":1002472036,"discretionary":989360152,"discretionaryAccounts":4463,"nonDiscretionary":13111884,"nonDiscretionaryAccounts":42,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":6},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1590,"regulatoryAum":380750390},{"label":"High-net-worth individuals","clients":350,"regulatoryAum":621721646}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033933","versionId":1033933,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-30","documentName":"EVEREST FINANCIAL GROUP ADV BROCHURE","fee_rate_low":null,"fee_rate_high":2.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Comprehensive and modular planning is a fixed fee up to $5,000 or hourly up to $500; 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They include 1,590 individual clients and 350 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Everest Financial Group offer?","answer":"Everest Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Everest Financial Group charge?","answer":"Everest Financial Group charges up to 2.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"EVEREST FINANCIAL GROUP ADV BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Everest Financial Group use?","answer":"Everest Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Everest Financial Group have?","answer":"Everest Financial Group has 12 investment adviser representatives registered with state securities authorities, out of 12 employees, and 12 perform investment advisory functions. 12 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Everest Financial Group invest in?","answer":"At the end of its last fiscal year, Everest Financial Group’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities, 3% other, 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% cash and equivalents. The 3% other category is described as: Annuities / Etc.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Everest Financial Group?","answer":"Everest Financial Group’s direct owners are John Mackimm, Nikolas Wogstad, Tai Hwee Diong, Tiow Chan and James Matejcek, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Everest Financial Group get paid?","answer":"Everest Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Everest Financial Group registered with the SEC?","answer":"Yes, Everest Financial Group has been registered with the SEC as an investment adviser since 30 March 2007. Its CRD number is 137260 and its SEC file number is 801-67635.","source":"Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Everest Financial Group?","answer":"Everest Financial Group’s main office is at 701 Xenia Ave S, Suite 250, Minneapolis, MN 55416-1029. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}