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- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 08-14-2015
- Office Locations
- 6
Office Locations
About Everspire
Everspire is an employee-owned wealth management firm providing financial plan implementation and investment management, coordinating investing with insurance and tax planning. The team includes CFP professionals and a PhD portfolio manager, and emphasizes an academic-research approach. Investment work spans domestic and international markets and can incorporate 1031 exchanges and opportunity zones.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Monica Rosalind Akbar
Chief Compliance Officer, COMPLIANCE MANAGER
- CRD
- #6262432
- Ownership
- Less than 5%
JOSHUA PAUL EDWARD DALE RAY JONES
Chief Executive Officer, Founder, President
- CRD
- #5139521
- Ownership
- Less than 5%
Value catalyst
Timber foundation
- CRD
- #84084
- Ownership
- 45.3%
Showing 2 of 4 owners & executives
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Jesse Duane Burt
Wealth Advisor
- CRD
- #6750279
BENJAMIN LYNN CANNON
--
- CRD
- #5776568
Matrix momentum
Bridge harbor
- CRD
- #48527
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $247,716,434 | $128,218 |
| Non-Discretionary | $0 | -- |
| Total | $247,716,434 | $128,218 |
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Separately Managed Accounts
Total SMA Asset: $247,716,434
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,533,940,526 | 36.2% |
| Cash | $983,077,906 | 23.2% |
| Equity - Exchange | $1,720,386,335 | 40.6% |
| Total | $4,237,404,767 | 100.0% |