EverSource Wealth Advisors is a fund manager in Birmingham with $1.81 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
815028704
SEC advisor number
801-119192
FINRA CRD number
286340
AUM ?
$1.81 bn
(as of 20 Apr 23)
Accounts
4,774
(as of 20 Apr 23)
Employees
40
(26 investment advisory or research)
Address
EverSource Wealth Advisors
1121 RIVERCHASE OFFICE RD.
BIRMINGHAM
AL 35244
1121 RIVERCHASE OFFICE RD.
BIRMINGHAM
AL 35244
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM (CST)
Phone
205-982-5500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Murphy, Donald, Wayne | Manager | 04/2016 | |
FHG Ventures - Eversource, LLC | Member | 01/2017 | 10-25% |
BMSS Eversource, LLC | Member | 01/2017 | 10-25% |
Wesson, Mark, Alan | Chief Executive Officer & Manager | 01/2017 | < 5% |
Wesson, Mark, Alan | Manager | 04/2016 | > 75% |
Murphy, Donald, Wayne | Manager | 01/2017 | < 5% |
Welden, Charles, Victor | Manager | 10/2017 | < 5% |
Waddell, Glenn, Gerald | General Counsel & Chief Compliance Officer | 09/2017 | < 5% |
WF Es, LLC | Member | 08/2017 | 5-10% |
Phillips, Thomas, Merle | Member | 08/2017 | 5-10% |
Welden, Charles, Victor | Manager | 06/2017 | |
Hitchcock, Rhonda, Fields | Chief Operating Officer | 10/2019 | < 5% |
Roush, Lukas, Miller | Manager | 12/2020 | < 5% |
Love Thy Neighbor Too | Member | 12/2020 | 10-25% |
Shank, John, Paul | Manager | 04/2021 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Eversource Wealth Advisors, LLC | $1.81 bn | |
Eversource Capital Access Fund I, LLC | $5.31 mm | Real Estate Fund |
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 Jun 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
25 May 22