# EVEREST FINANCIAL ADVISORS, LLC

EVEREST FINANCIAL ADVISORS, LLC of COOPER CITY, FL is an SEC-registered investment adviser.

## Registration

- CRD: 152866
- Type: SEC-registered investment adviser
- Location: 9720 STIRLING ROAD, COOPER CITY, FL, 33024
- Phone: 954-233-1960
- Latest filing: 2026-01-22
- Regulatory AUM: $62.1M
- Discretionary AUM: $61.5M
- Non-discretionary AUM: $610K
- Clients: 2
- Accounts: 479

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152866/similar
- Related entities: https://search.stillhousedata.com/firm/152866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152866

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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.