$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- MeridianMatrix +more
- Established Date
- 01-22-2024
- Office Locations
- 1
Office Locations
-- Fairfax Station VA
About Everman Prosperity
Everman Prosperity is a Virginia-based, fee-only fiduciary financial planning firm serving American families. Services include values-and-goals alignment, portfolio management, retirement planning, and insurance/estate/legacy guidance; client experience includes RightCapital for assessments and account access. The firm offers special pricing for active-duty and veteran households and builds portfolios primarily with ETFs.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$169.7K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Optima vital
Client Personas
Eagle
Custodian
Meridian north Frontier Crest value
Investment Themes
Radial Alpha Summit harbor Zenith Capital summit Insight
Investment Vehicles
Ember beacon
Services
Focus fusion Pioneer optima Quantum summit Oak harbor Alpha matrix Zenith meridian
Technology
Meridian atlas Vital Signal momentum Alpha
Owner & Executives
Robert Jensen Moore
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #7846587
- Ownership
- 75% or more
(942) 465-8529
beacon.ember@ridgecapital.com
in linkedin.com/in/legacy-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,036,229 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,036,229 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,036,229
Equity - Exchange:
8.3% Cash:
35.4% Corporate - Investment Grade:
24.1% U.S. Government/Agency:
32.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $172,789,005 | 8.3% |
| Cash | $736,955,515 | 35.4% |
| Corporate - Investment Grade | $501,712,653 | 24.1% |
| U.S. Government/Agency | $670,338,066 | 32.2% |
| Total | $2,081,795,239 | 100.0% |