EVERLONG FINANCIAL

EVERLONG FINANCIAL of AUSTIN, TX is an SEC-registered investment adviser (CRD 172634). Regulatory assets under management: $69.5M.

Registration

• CRD: 172634
• Type: Registered investment adviser
• Location: 3906 N LAMAR BLVD, SUITE 204C, AUSTIN, TX, 78756
• Phone: (512) 524-3832
• Latest filing: 2026-03-31
• Regulatory AUM: $69.5M
• Discretionary AUM: $54.3M
• Non-discretionary AUM: $15.2M
• Clients: 1
• Accounts: 168

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172634 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search