Evestia Llc
- Regulatory AUM
- $33.3M
- Discretionary
- $13.8M
- Clients
- 26
- Avg AUM / client
- $1.3M
- Accounts
- 343
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $2.7M | 8.07% |
| High net worth individuals | 2 | $11.1M | 33.3% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
| Other | 0 | $19.6M | 58.7% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rick C. Jaster | Cco Chief Compliance Officer | CFA | Feb 2021 (6y) | 75% or more |
| Bradley Lewis Wilson | Registered representative | Mar 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 941 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $10.4M (31% of AUM) Apr 2026
- Apex Clearing $9.8M (100% of AUM) Mar 2023
- Truist Financial Corp $3.4M (10% of AUM) Apr 2026
- Altruist Financial $3.4M (10% of AUM) Apr 2026
- Interactive Brokers $209K (100% of AUM) Sep 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗