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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- FocusMomentum +more
- Established Date
- 09-05-2014
- Office Locations
- 1
Office Locations
About Everlong Financial
Everlong Financial is a fee-only RIA in Austin providing independent, objective financial planning and ongoing investment management for individuals and families, including retirees. The practice blends technology with hands-on advice, with a goals-based approach to portfolio construction, asset allocation, and risk management using diversified public funds (e.g., mutual funds and fixed income exposures). Custody is available via major platforms such as Schwab.
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Owner & Executives
ALEXANDER BURTON YEAGER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4812955
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,280,880 | -- |
| Non-Discretionary | $15,192,662 | -- |
| Total | $69,473,542 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,473,542
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,595,230,111 | 100.0% |
| Total | $3,595,230,111 | 100.0% |