EVERKEY FINANCIAL LLC

EVERKEY FINANCIAL LLC of KATY, TX is an SEC-registered investment adviser (CRD 325189). Regulatory assets under management: $10.6M.

Registration

• CRD: 325189
• SEC file number: 801-135902
• Type: Registered investment adviser
• Location: 24285 KATY FWY, STE 300-28, KATY, TX, 77494
• Phone: (713) 382-1880
• Latest filing: 2026-03-19
• Regulatory AUM: $10.6M
• Discretionary AUM: $10.6M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Fixed.

Clients served: Pensions, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325189 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search