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- Custodian
- Betterment · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- RidgeAlpha north
- Established Date
- 05-18-2010
- Office Locations
- 1
Office Locations
About Everest Financial Advisors, LLC
Everest Financial Advisors is a Florida RIA focused on firefighters and law enforcement nearing retirement, helping clients navigate DROP and defined benefit pension elections and coordinate 457(b) and other benefits. The team delivers detailed financial planning, retirement income/spending plans, tax-aware distribution strategies, and portfolio allocation based on cash-flow needs. Founders are retired firefighters and CFP professionals with public pension trustee experience; custody includes Charles Schwab.
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Owner & Executives
JAMES EDGAR ESTEP III
Chief Compliance Officer, Managing Member
- CRD
- #5758873
- Ownership
- 50% but less than 75%
LEONARDO NUNEZ
Managing Member
- CRD
- #5758874
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,465,364 | -- |
| Non-Discretionary | $609,664 | -- |
| Total | $62,075,028 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,075,028
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $513,169,034 | 11.4% |
| Cash | $720,237,240 | 16.0% |
| Equity - Exchange | $1,129,872,171 | 25.1% |
| Municipal Bonds | $846,278,758 | 18.8% |
| U.S. Government/Agency | $1,291,925,550 | 28.7% |
| Total | $4,501,482,753 | 100.0% |