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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

EVEREST CONSULTANTS, LLC

CRD 128474

SYRACUSE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6fc8f4ab-80d2-ef5e-49b6-281076d4a136

Data as of Mar 17, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 6
On other graphs: 0
Observed: Mar 27, 2013 to Mar 17, 2025
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $633MItem 5.F on the latest filing (2025-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $463M
Private client RAUM: $394MderivedItem 5.D individuals plus high net worth individuals
Private client share: 62%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,743
Individual clients: 275
High net worth clients: 96
Custody, client assets: $386M
SEC number: 801-77854
CRD: 128474
Filings on the tape: 23
First filed: Mar 27, 2013
Latest filed: Mar 17, 2025
Organised: Limited Liability Company, NY
Website: everestconsultants.net

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LOMBARDI, ANITA, PETRICOLA	MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER	B	yes	01/2015	Mar 27, 2013	Mar 27, 2024
PASQUALE, ALEXANDER, SAMUEL	MANAGING MEMBER	D	yes	07/1997	Mar 27, 2013	Mar 27, 2024
GAVITT, NATHANIEL, LUKE	Member	B	no	04/2016	Apr 21, 2016	Mar 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 17, 2025	$633M	$463M	5	3	1	n/a	n/a
2023	Mar 27, 2024	$550M	$384M	6	3	1	n/a	n/a
2022	Mar 26, 2023	$446M	$315M	6	3	1	n/a	n/a
2021	Mar 29, 2022	$539M	$371M	6	3	1	n/a	n/a
2020	Mar 8, 2021	$433M	$293M	6	3	1	n/a	n/a
2019	Mar 30, 2020	$380M	$250M	6	3	1	n/a	n/a
2018	Mar 23, 2019	$324M	$271M	6	3	1	n/a	n/a
2017	Mar 26, 2018	$342M	$253M	6	3	1	n/a	n/a
2016	Mar 2, 2017	$313M	$278M	7	3	n/a	n/a	n/a
2015	Mar 21, 2016	$279M	$243M	7	3	n/a	n/a	n/a
2014	Jan 30, 2015	$253M	$189M	5	2	n/a	n/a	n/a
2013	Mar 20, 2014	$216M	$145M	5	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$633M	$550M	15.1%	$539M	5.5%	5	6	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SUMMIT FINANCIAL, LLC	3	May 7, 2025	Mar 6, 2025	SYRACUSE, NY	Firm absorbed	RIA to ibd	100.0%

Relationships

Registered with (3)

← ALEXANDER SAMUEL PASQUALEAdvisorregistration: previous registration
Nov 22, 2005 to May 7, 2025factForm ADV
← ANITA PETRICOLA LOMBARDIAdvisorregistration: previous registration
Dec 12, 2005 to May 7, 2025factForm ADV
← NATHANIEL LUKE GAVITTAdvisorregistration: previous registration
Sep 2, 2015 to May 7, 2025factForm ADV

Moved with (1)

→ SUMMIT FINANCIAL, LLCRegistered adviser3 advisors, firm absorbed, same day
May 7, 2025 to Mar 6, 2025factForm ADV

Controls (2)

← PASQUALE, ALEXANDER, SAMUELOwnerMANAGING MEMBER, ownership code D, individual
Mar 27, 2013 to Mar 27, 2024factForm ADV
← LOMBARDI, ANITA, PETRICOLAOwnerMEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 27, 2013 to Mar 27, 2024factForm ADV

Owns (1)

← GAVITT, NATHANIEL, LUKEOwnerMEMBER, ownership code B, individual
Apr 21, 2016 to Mar 27, 2024factForm ADV

Dated events

Occurred
Jun 2, 2025
Left the SEC roster
Everest Consultants, Llc no longer on the SEC adviser roster (last listed 2025-05-02, RAUM $633.1M)
Form ADVobserved 3 days ago
$633M
Occurred
May 7, 2025
Firm absorbed
Everest Consultants, LLC's advisors moved to Summit Financial, LLC (Syracuse, NY): 3 of 3 registered, on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
May 7, 2025
Advisor changed firm
Nathaniel Luke Gavitt left Everest Consultants, Llc for Summit Financial, Llc (registered 2025-03-06)
Form ADVobserved 3 days ago
Occurred
May 7, 2025
Advisor changed firm
Anita Petricola Lombardi left Everest Consultants, Llc for Summit Financial, Llc (registered 2025-03-06)
Form ADVobserved 3 days ago
Occurred
May 7, 2025
Advisor changed firm
Alexander Samuel Pasquale left Everest Consultants, Llc for Summit Financial, Llc (registered 2025-03-06)
Form ADVobserved 3 days ago
Occurred
Mar 27, 2013
First Form ADV filing
Everest Consultants, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6fc8f4ab-80d2-ef5e-49b6-281076d4a136
First observed: Mar 27, 2013
Last observed: Mar 17, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EVEREST CONSULTANTS, LLC

CRD 128474

SYRACUSE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6fc8f4ab-80d2-ef5e-49b6-281076d4a136

Data as of Mar 17, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOMBARDI, ANITA, PETRICOLA

MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER

yes

01/2015

Mar 27, 2013

Mar 27, 2024

PASQUALE, ALEXANDER, SAMUEL

MANAGING MEMBER

yes

07/1997

Mar 27, 2013

Mar 27, 2024

GAVITT, NATHANIEL, LUKE

Member

04/2016

Apr 21, 2016

Mar 27, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 17, 2025

$633M

$463M

n/a

2023

Mar 27, 2024

$550M

$384M

n/a

2022

Mar 26, 2023

$446M

$315M

n/a

2021

Mar 29, 2022

$539M

$371M

n/a

2020

Mar 8, 2021

$433M

$293M

n/a

2019

Mar 30, 2020

$380M

$250M

n/a

2018

Mar 23, 2019

$324M

$271M

n/a

2017

Mar 26, 2018

$342M

$253M

n/a

2016

Mar 2, 2017

$313M

$278M

n/a

2015

Mar 21, 2016

$279M

$243M

n/a

2014

Jan 30, 2015

$253M

$189M

n/a

2013

Mar 20, 2014

$216M

$145M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$633M

$550M

15.1%

$539M

5.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SUMMIT FINANCIAL, LLC

May 7, 2025

Mar 6, 2025

SYRACUSE, NY

Firm absorbed

RIA to ibd

100.0%