# EVEREST FINANCIAL GROUP LLC

EVEREST FINANCIAL GROUP LLC of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 137260
- Type: SEC-registered investment adviser
- SEC file number: 801-67635
- Location: 701 XENIA AVE S, SUITE 250, MINNEAPOLIS, MN, 55416-1029
- Phone: 763-923-7525
- Latest filing: 2026-03-30
- Regulatory AUM: $1.0B
- Discretionary AUM: $989.4M
- Non-discretionary AUM: $13.1M
- Clients: 12
- Accounts: 4,505

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| John William Mackimm | MEMBER | — |
| Nikolas Paul Wogstad | MEMBER/CHIEF FINANCIAL OFFICER/TREASURER | — |
| Tai Hwee Stanley Diong | MEMBER | — |
| Tiow Keng Chan | VICE PRESIDENT/MEMBER | — |
| James Joseph Matejcek | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| MICHAELS JAMES ANDREW | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER; MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER | — |
| MACKIMM JOHN WILLIAM | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MEMBER; MEMBER | — |
| CHENEY CHRISTOPHER ARTHUR | MEMBER | — |
| KEARNS KING SAMUEL | MEMBER | — |
| HUNSTOCK WILLIAM EUGENE | MEMBER | — |
| WOGSTAD NIKOLAS PAUL | MEMBER; MEMBER/CHIEF FINANCIAL OFFICER/TREASURER | — |
| DIONG TAI HWEE | CHIEF FINANCIAL OFFICER/TREASURER/MEMBER | — |
| CHAN TIOW KENG | VICE PRESIDENT/MEMBER | — |
| DOCKTER LINDSAY JO | CHIEF COMPLIANCE OFFICER IN TRAINING | — |
| DIONG TAI HWEE STANLEY | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER/MEMBER; MEMBER | — |
| MATEJCEK JAMES JOSEPH | CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137260/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137260/similar
- Related entities: https://search.stillhousedata.com/firm/137260/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137260

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.