EVEREST FINANCIAL GROUP LLC
SEC file number 801-67635
· MINNEAPOLIS, MN
https://everestgrp.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$828.9M
Discretionary AUM
$818.1M
Employees
14
Clients
5
Firm
- Address
- 701 XENIA AVE S
MINNEAPOLIS, MN 55416-1029 - Phone
- —
- Website
- https://everestgrp.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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- BNH Financial Medium name-match confidence · CIK 1886472 · NH
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- LIT Financial Corporation, Inc. Medium name-match confidence · CIK 2090234 · MI
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PCB Financial, Inc · D/A · Sep 29, 2026$16.5M
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IMA Financial Group, Inc. · D · Sep 14, 2026$1.7M
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IMA Financial Group, Inc. · D · May 12, 2026$4.1M
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PCB Financial, Inc · D/A · Apr 21, 2026$16.5M
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PCB Financial, Inc · D · Apr 20, 2026$16.5M
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HBT Financial, Inc. · D · Apr 9, 2026$85M
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BNH Financial · D · Apr 3, 2026$40M
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LIT Financial Corporation, Inc. · D · Mar 18, 2026$2.5M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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IMA Financial Group, Inc. · D · Jan 30, 2026$4.2M
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IMA Financial Group, Inc. · D · Jan 30, 2026$1.2M
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IMA Financial Group, Inc. · D · Jan 29, 2026$86.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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Jet Financial Corp. · D/A · Jan 14, 2026$5M
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PCB Financial, Inc · D · Jan 12, 2026$16.5M
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ENB Financial Corp · D · Dec 22, 2025$42.5M
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LIT Financial Corporation, Inc. · D · Nov 10, 2025$10M
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LIT Financial Corporation, Inc. · D · Nov 3, 2025$4M
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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Trestle Financial, LLC · D/A · Jul 14, 2025$20M
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Etico Financial, Inc. · D · May 9, 2025$11.1M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025
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Jet Financial Corp. · D/A · Jan 17, 2025$5M