Everis Capital Management LLC (Dallas)

Everis Capital Management LLC is an adviser based in Dallas. It manages $10.95 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Georgia, North Carolina, and Texas.

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

Everis Capital Management: assets under management

The assets under management (AUM) of Everis Capital Management LLC is $10.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $476.05 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Everis Capital Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Everis Capital Management LLC

Shack Bennett Cashen has been acting as President since 1 Nov 2007. The Everis Trust joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
The Everis Trust	Shareholder	1 Nov 2007	75% - 100%	26-6107846
Shack Bennett Cashen	President/chief compliance officer	1 Nov 2007	Other	1838757

Based in Dallas

The principal office where Everis Capital Management LLC performs its advisory services is located at 5001 Spring Valley Rd., Dallas, TX 75244 3947, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.