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Evertrade Advisors Inc (St Louis)


Evertrade Advisors Inc is a large advisory firm based in St Louis. It manages $282.18 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and Missouri.

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Evertrade Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Evertrade Advisors: assets under management

The assets under management (AUM) of Evertrade Advisors Inc is $282.18 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $277.89 million in discretionary accounts and $4.29 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.78 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $477.03 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Evertrade Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Fsb Wilmington Savings Fund Society Common shareholder 1 Aug 1999 50% - 75% 51-0054940

Based in St Louis

The principal office where Evertrade Advisors Inc performs its advisory services is located at 1610 Des Peres Road, St Louis, MO 63131 The mailing address of the firm is Po Box 31265, St. Louis, MO 63131. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-984-0892 X106 or by fax 314-984-0875. The normal business hours are 8:30 a.m.-4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.evertradeadvisors.com.


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