Everlution Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Everlution Capital LLC provides discretionary asset management and comprehensive financial planning to individual and high‑net‑worth clients, pairing ongoing portfolio oversight with written planning deliverables and financial coaching. The firm delivers regular reporting and plan updates, including quarterly portfolio reviews, semiannual structured check‑ins, and an annual comprehensive plan with retirement modeling.
The firm’s investment process draws on fundamental, technical, and cyclical analysis and may employ option strategies (including covered option writing) to implement client objectives; portfolios are managed under discretionary authority and customized to client risk profiles. It operates under a fixed‑fee billing model rather than a traditional asset‑based percentage and requires use of a designated custodian for client accounts.
Noteworthy for a newly registered, owner‑operated adviser, the fixed‑fee structure and the focus on individualized, discretionary portfolio management distinguish the firm from many peers in this SEC‑registered cohort. The firm reported no assets under management at the time of filing, does not act as a private fund adviser, does not aggregate trades across client accounts, and does not vote proxies on behalf of clients.
Client services
Portfolio management
Expertise
Retirement income strategy
Cash flow / budgeting
Options & derivatives strategies
Demographic focus
Young Professionals
Fee options
Annual fixed fee of $1,800 or $150 per month for asset management services
Minimum fee: $1,800.00 annually (equivalent to $150.00 per month) - flat annual fee irrespective of asset size Fee-only: Annual fixed fee of $1,800.00 (or monthly $150.00); fees are flat and not based on assets under management percentage
Main office location
Everlution Capital LLC
Medina OH, United States
Number of offices
1
Most active in
Everlution Capital LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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