Wealth manager, independent · Midvale, UT
Everspire
Aegis Wealth Group, LLC · SEC-registered investment adviser · CRD 222515 · SEC 801-116983
At a glance
Everspire is an SEC-registered investment adviser based in Midvale, Utah, with $248 million in regulatory assets under management as of its Form ADV filed July 22, 2026. Its largest client group by assets is individuals, and it reports 803 individual clients. By Form ADV it is a wealth manager, ranked 5,036th of 8,915 wealth managers and 11,140th of 17,210 SEC-registered advisers by assets.
Main office 801-545-8706everspire.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $248M
- Rank among wealth managers
- #5,036 of 8,915
- Rank among all SEC RIAs
- #11,140 of 17,210
- Rank in Utah
- #100 of 151
- Individual clients
- 803
- High-net-worth clients
- 51
- Accounts
- 1,932
- Discretionary
- 100% of AUM
- Employees
- 20
- Advisory staff
- 15
- Offices
- 2
Owners and executives on its Form ADV
- Roy R. JonesChief Executive Officer; Chief Compliance Officer
- Joshua P. JonesPresident; Compliance Supervisor
- Jason H. LindquistDirector of Investments
Custody and brokerage
Broker-dealer
Hybrid RIA
Everspire is a hybrid RIA: 14 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: M. H. Leblang, Inc..
- M. H. Leblang, Inc. ↗CRD 2535
Its Form ADV brochure (filed March 2026) names MHL Investments as the broker-dealer its advisers are registered with.
Commission-Based Products Some Aegis professionals are also registered representatives of MHL Investments (an affiliated broker- dealer) and/or licensed insurance agents.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 752 | $145M | 59% |
| High-net-worth individuals | 51 | $100M | 40% |
| Charitable organizations | – | $2M | <1% |
| Corporations or other businesses | – | $0M | <1% |
| Other | – | $0M | <1% |
Disciplinary disclosures
Everspire reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗everspire.com ↗
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The full record on Everspire
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 6,328 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Everspire manage?
Everspire reports $248 million in regulatory assets under management across 1,932 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 22, 2026.
What kind of firm is Everspire?
Everspire is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Everspire’s clients?
By assets, its largest client types are individuals ($145 million, 752 clients); high-net-worth individuals ($100 million, 51 clients); charitable organizations ($2 million).
Does Everspire have any disciplinary history?
Everspire reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Everspire’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →