Everkey Financial LLC: new SEC registration, $11M AUM, Katy, TX
Everkey Financial LLC (Katy, Texas): new SEC registration, $11M AUM, Katy, TX. Its amount of 11 is below the median of 134 (2nd percentile). Dated 198 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 11 · 2th percentile of 1,149 NewRiaPulse records · 0.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Everkey Financial LLC |
| Legal name | Everkey Financial LLC |
| CRD | 325189 |
| Status | Approved |
| Registered with the SEC | 2026-04-21 |
| Latest Form ADV filing | 2026-03-19 |
| Location | Katy, TX, United States |
| Regulatory AUM | $10,572,425 |
| Accounts | 2 |
| Employees | 1 |
| Website | https://www.linkedin.com/in/ryanmcphetridge |
| amount percentile | 2th of 1,149 (median 134, 0.1x median) |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Everkey Financial LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Unlock Everkey Financial + all 86 TX records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-21
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TX first): Eight Partners Vc, LLC · The Energy & Minerals Group LP · Guidestone Investment Services · Pan Capital Management LP · Paradigm Global Investors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Everkey Financial LLC and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Everkey Financial LLC's amount: 2nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Everkey Financial LLC in Katy, Texas?
Everkey Financial LLC received SEC registration as an investment adviser (2026-04-21) with $10,572,425 in regulatory assets under management, based in Katy, TX.
How does Everkey Financial LLC compare to other Texas NewRiaPulse records?
Its amount of 11 is below the median (2th percentile); smaller records often move faster and face less competition. It is 198 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
Related records
NewRiaPulse: Under $100M NewRiaPulse: records in Texas NewRiaPulse: Approved
Cross-dataset signals in Texas
Newly funded companies in Texas (SEC Form D) (72) IpoFilingPulse: records in Texas (42)
More Texas public-record feeds
CMS HAC Reduction & Readmissions Penalties by Hospital in Texas Texas School Nutrition Programs Pulse in Texas New Trucking Company Registrations in Texas New, Terminating & Large 401(k) Plans from Form 5500 Filings in Texas New Grants by Vendor Procurement Need in Texas Newly Medicare-Certified Hospices, Home Health Agencies & Dialysis Centers in Texas New Executive & Auditor Changes (SEC 8-K) in Texas New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Texas
How to monitor Everkey Financial LLC and peer approved records
Get new NewRiaPulse records like Everkey Financial LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.