Be advised. This firm is no longer registered.

Everis Capital Management LLC

Everis Capital Management LLC (CRD# 145964) is a financial advisory firm headquartered in Dallas, TX. They manage $13,637,051 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5001 Spring Valley Rd., Suite 400 East, Dallas, TX 75244
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $649,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Everis Capital Management LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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