$1.0B Total AUM
$989.4M Disc. AUM
11.2% 3Y CAGR
12 Employees
1,946 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-08-2006
- Office Locations
- 4
Office Locations
15600 Wayzata Blvd Suite 305 Wayzata MN
701 Xenia AVE S Suite 250 Minneapolis MN
-- Bloomington MN
About Everest Financial Group
Everest Financial Group is a Minneapolis-area advisory firm providing holistic wealth management—investment portfolio management, comprehensive financial and retirement planning, and risk management—alongside tax planning supported by CPAs and estate planning supported by attorneys. Portfolios commonly use public funds and ETFs, and client assets are custodied at Charles Schwab.
Team overview
52 AVG AGE
$83.5M AVG AUM / ADVISOR
$515.1K AVG AUM / CLIENT
10.3 yrs AVG TENURE
12 Employees
12 Advisory Reps
12 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Insight Atlas Legacy horizon
Investment Themes
Fusion Optima
Investment Vehicles
Legacy
Platform
Crest
Services
Zenith Prime quantum Timber optima Horizon Focus Prime oak
Owner & Executives
TIOW DENNIS CHAN
Financial Advisor, VICE PRESIDENT
- CRD
- #2496814
- Ownership
- 10% but less than 25%
(344) 776-6706
delta.atlas@capitalcapital.com
in linkedin.com/in/optima-peak
T
TAI HWEE STANLEY DIONG
--
- CRD
- #4128745
- Ownership
- 10% but less than 25%
(343) 291-8545
zenith.timber@horizoncapital.com
in linkedin.com/in/meridian-summit
R
Radial peak
Glacier prime
- CRD
- #36702
- Ownership
- 29.8%
(608) 926-2588
insight.element@fusioncapital.com
in linkedin.com/in/value-vital
Showing 2 of 5 owners & executives
Unlock allContacts
J
Joseph Norman Johnston
Financial Advisor
- CRD
- #7120994
(772) 289-6804
quantum.fusion@valuecapital.com
in linkedin.com/in/bridge-pioneer
C
Christopher Ryan Kaufman
--
- CRD
- #7384006
(551) 523-1068
legacy.element@alphacapital.com
in linkedin.com/in/harbor-alpha
F
Focus capital
Horizon signal fusion
- CRD
- #75318
(971) 563-7502
vector.momentum@radialcapital.com
in linkedin.com/in/glacier-ember
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $989,360,152 | $221,681 |
| Non-Discretionary | $13,111,884 | $312,188 |
| Total | $1,002,472,036 | $222,524 |
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Separately Managed Accounts
Total SMA Asset: $1,002,472,036
Public Funds:
23.1% Equity - Exchange:
10.6% Other:
24.0% Corporate - Investment Grade:
11.3% U.S. Government/Agency:
5.8% Cash:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $341,730,515 | 23.1% |
| Equity - Exchange | $156,811,405 | 10.6% |
| Other | $355,044,691 | 24.0% |
| Corporate - Investment Grade | $167,166,875 | 11.3% |
| U.S. Government/Agency | $85,802,467 | 5.8% |
| Cash | $372,796,927 | 25.2% |
| Total | $1,479,352,880 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME MOMENTUM | PRIME RIDGE | 2DR4525JK | AEIB | 5.79% | $63,075,193 |
| VITAL BEACON | ATLAS HARBOR | MH0TWOMD2 | KPAIS | 8.84% | $23,776,880 |
| TIMBER MOMENTUM | ALPHA UNISON | JKAOCPURZ | EXS | 12.48% | $56,164,035 |
| PEAK BEACON ALPHA | CATALYST ALPHA | HD38DTL5M | EWTC | 5.33% | $95,704,959 |
| EMBER RIDGE | PRIME FOCUS | TDLUWIRGH | PWT | 8.67% | $73,400,833 |
| VALUE PATHWAY | VALUE RADIAL | 1V6XLGA6A | LLEQH | 2.05% | $16,107,779 |
| FRONTIER OAK | OAK MATRIX | 5VTKP4PQI | MBWSQ | 12.20% | $66,874,540 |
| TIMBER PATHWAY | HORIZON PIONEER | W84KJE0TE | JSKB | 4.98% | $106,596,741 |