$103.0M Total AUM
$68.2M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Frontier
- Established Date
- 06-16-2015
- Office Locations
- 1
Office Locations
-- Jackson MS
About Eversight Wealth LLC
Eversight Wealth is a flat-fee RIA providing personalized portfolio management and financial planning for individuals, emphasizing simple, low-cost, diversified portfolios. Planning work includes retirement analysis, portfolio stress testing, insurance reviews, and Roth conversion guidance. Uses a transparent advisory fee that doesn’t vary by account size; supports custody platforms such as Schwab and Fidelity.
Team overview
-- AVG AGE
$103.0M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
11 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Matrix Legacy north Signal element Oak Fusion quantum
Client Personas
Quantum vector
Custodian
Matrix Element meridian Crest Momentum pioneer Pathway foundation Focus frontier
Fund Managers
Timber
Investment Themes
Signal Beacon zenith
Investment Vehicles
Bridge pioneer Vector
Services
Momentum value Fusion ridge Pioneer
Technology
Atlas signal
Owner & Executives
R
ROGER ADAM COLLINS
Consultant, Manager
- CRD
- #6461728
- Ownership
- 75% or more
(492) 282-2965
summit.radial@oakcapital.com
in linkedin.com/in/alpha-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,227,901 | -- |
| Non-Discretionary | $34,747,768 | -- |
| Total | $102,975,669 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,975,669
Public Funds:
17.4% Equity - Exchange:
18.6% U.S. Government/Agency:
16.0% Derivatives:
48.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $178,932,374 | 17.4% |
| Equity - Exchange | $191,272,538 | 18.6% |
| U.S. Government/Agency | $164,535,516 | 16.0% |
| Derivatives | $493,606,548 | 48.0% |
| Total | $1,028,346,976 | 100.0% |