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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

EVERENCE TRUST COMPANY

CRD 113179

GOSHEN, IN

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:b1e4472a-7627-bfa6-bdc4-4de638642c01

Data as of Mar 28, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 37
Dated events: 4
On other graphs: 1
Observed: Mar 27, 2012 to Mar 28, 2019
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Everence Trust Company

Investment consultant · shared crd

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: $1.7BItem 5.F on the latest filing (2019-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $722MderivedItem 5.D individuals plus high net worth individuals
Private client share: 44%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 80
Advisory employees: 59
Offices: 11Schedule D 1.F, beyond the principal office
Accounts: 4,247
Individual clients: 3,638
High net worth clients: 220
Custody, client assets: $278,000
SEC number: 801-60293
CRD: 113179
Filings on the tape: 16
First filed: Mar 27, 2012
Latest filed: Mar 28, 2019
Organised: Other (specify), Indiana

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
DILLER, RODNEY, D	PRESIDENT/DIRECTOR	Na	yes	05/2001	Mar 27, 2012	Mar 28, 2019
EVERENCE ASSOCIATION, INC.	Owner	E	yes	01/2009	Mar 26, 2014	Mar 28, 2019
EVERENCE HOLDINGS, INC.	Owner	E	yes	01/2009	Mar 27, 2012	Mar 28, 2019
HARTMAN, WILLIAM, S	VICE PRESIDENT	Na	yes	01/2009	Mar 27, 2012	Mar 28, 2019
Hochstedler, Rex, Allen	VICE PRESIDENT	Na	yes	07/2018	Mar 28, 2019	Mar 28, 2019
HOCHSTETLER, KENNETH, DEAN	Director	Na	yes	09/2014	Sep 17, 2014	Mar 28, 2019
JACOBS, RANDALL, MILLER	Director	Na	yes	01/2014	Mar 26, 2014	Mar 28, 2019
Kieper, Karen, Ruth	Director	Na	yes	01/2016	Mar 29, 2016	Mar 28, 2019
KINDIG, AARON, JOHN	SENIOR INVESTMENT OFFICER	Na	yes	02/2016	Mar 29, 2016	Mar 28, 2019
MASSANARI, LARRY, GRANT	Director	Na	yes	01/2010	Mar 27, 2012	Mar 28, 2019
WARREN, DAVID, THOMAS	VICE PRESIDENT	Na	yes	12/2017	Mar 28, 2018	Mar 28, 2019
ZIMMERMAN, PHILIP, R	CHIEF COMPLIANCE OFFICER	Na	yes	10/2004	Mar 27, 2012	Mar 28, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EVERENCE CAPITAL MANAGEMENT, INC.	n/a	Asset manager	$3.3B	N	yes	n/a
EVERENCE ASSOCIATION, INC.	n/a	n/a	n/a	N	yes	n/a
EVERENCE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
MMA DISTRIBUTION, INC.	n/a	n/a	n/a	N	yes	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Mar 28, 2019	$1.7B	$1.7B	80	59	11	n/a	n/a
2017	Mar 28, 2018	$1.7B	$1.7B	80	59	11	n/a	n/a
2016	Mar 28, 2017	$1.4B	$1.4B	80	55	n/a	n/a	n/a
2015	Mar 29, 2016	$1.3B	$1.3B	77	55	n/a	n/a	n/a
2014	Mar 27, 2015	$822M	$821M	112	51	n/a	n/a	n/a
2013	Mar 26, 2014	$1.2B	$1.2B	110	53	n/a	n/a	n/a
2012	Mar 27, 2013	$939M	$939M	110	50	n/a	n/a	n/a
2011	Mar 27, 2012	$808M	$808M	n/a	n/a	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
2018	$1.7B	$1.7B	-0.7%	$1.3B	8.1%	80	80	11	11

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
CETERA INVESTMENT ADVISERS LLC	10	Sep 30, 2019	Feb 20, 2025	GOSHEN, IN	Firm absorbed	RIA to ibd	66.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CONCOURSE FINANCIAL GROUP ADVISORS	12	Feb 20, 2025	Mar 1, 2018	BIRMINGHAM, AL	Team lift out	Ibd to RIA	5.1%

Relationships

Affiliated with (1)

→ PRAXIS INVESTMENT MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (12)

← JACOBS, RANDALL, MILLEROwnerDIRECTOR, ownership code NA, individual
Mar 26, 2014 to presentfactForm ADV
← DILLER, RODNEY, DOwnerPRESIDENT/DIRECTOR, ownership code NA, individual
Mar 27, 2012 to presentfactForm ADV
← KINDIG, AARON, JOHNOwnerSENIOR INVESTMENT OFFICER, ownership code NA, individual
Mar 29, 2016 to presentfactForm ADV
← HOCHSTETLER, KENNETH, DEANOwnerDIRECTOR, ownership code NA, individual
Sep 17, 2014 to presentfactForm ADV
← ZIMMERMAN, PHILIP, ROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2012 to presentfactForm ADV
← HARTMAN, WILLIAM, SOwnerVICE PRESIDENT, ownership code NA, individual
Mar 27, 2012 to presentfactForm ADV
← MASSANARI, LARRY, GRANTOwnerDIRECTOR, ownership code NA, individual
Mar 27, 2012 to presentfactForm ADV
← WARREN, DAVID, THOMASOwnerVICE PRESIDENT, ownership code NA, individual
Mar 28, 2018 to presentfactForm ADV
← Kieper, Karen, RuthOwnerDIRECTOR, ownership code NA, individual
Mar 29, 2016 to presentfactForm ADV
← Hochstedler, Rex, AllenOwnerVICE PRESIDENT, ownership code NA, individual
Mar 28, 2019 to presentfactForm ADV
← EVERENCE ASSOCIATION, INC.OwnerOWNER, ownership code E, domestic entity
Mar 26, 2014 to presentfactForm ADV
← EVERENCE HOLDINGS, INC.OwnerOWNER, ownership code E, domestic entity
Mar 27, 2012 to presentfactForm ADV

Moved with (2)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviser10 advisors, firm absorbed, same day
Sep 30, 2019 to Feb 20, 2025factForm ADV
← CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviser11 advisors, team lift out, same day
Feb 20, 2025 to Mar 1, 2018factForm ADV

Registered with (22)

← Glen Emerson KauffmanAdvisorregistration: previous registration
Mar 7, 2007 to Sep 30, 2019factForm ADV
← Eric Scott GroffAdvisorregistration: previous registration
Jan 25, 2010 to Sep 30, 2019factForm ADV
← Robert Allan WallAdvisorregistration: previous registration
Jan 3, 2012 to Sep 30, 2019factForm ADV
← Russell Michael BurtonAdvisorregistration: previous registration
Aug 11, 2014 to Sep 30, 2019factForm ADV
← Dennis Allen LefevreAdvisorregistration: previous registration
Oct 14, 2009 to Sep 30, 2019factForm ADV
← Jay Kevin KreadyAdvisorregistration: previous registration
Feb 13, 2013 to Sep 30, 2019factForm ADV
← Kenteth James BlossomAdvisorregistration: previous registration
Jun 14, 2007 to Sep 30, 2019factForm ADV
← Christopher James KaufmanAdvisorregistration: previous registration
Jun 4, 2012 to Sep 30, 2019factForm ADV
← Steven Eric SchrollAdvisorregistration: previous registration
Dec 4, 2009 to Sep 30, 2019factForm ADV
← Hayden Joel GoerzenAdvisorregistration: previous registration
Mar 4, 2015 to Sep 30, 2019factForm ADV
← Shane Michael LandisAdvisorregistration: previous registration
Jul 3, 2017 to Sep 30, 2019factForm ADV
← BRIAN FREDERICK RHODESAdvisorregistration: previous registration
Oct 6, 2015 to Sep 30, 2019factForm ADV
← Benjamin E GoodingAdvisorregistration: previous registration
Mar 1, 2018 to Sep 30, 2019factForm ADV
← Kevin James NiceAdvisorregistration: previous registration
Feb 22, 2017 to Sep 30, 2019factForm ADV
← Kristina GroffAdvisorregistration: previous registration
Feb 14, 2018 to Sep 30, 2019factForm ADV
← STEVEN TYLER MOYERAdvisorregistration: previous registration
Feb 25, 2011 to Apr 30, 2019factForm ADV
← Lucas Charles FoxAdvisorregistration: previous registration
Dec 7, 2017 to Sep 13, 2018factForm ADV
← Robert John HamillAdvisorregistration: previous registration
Mar 9, 2016 to Jul 11, 2017factForm ADV
← ERIK MARTIN HERSTADAdvisorregistration: previous registration
Apr 3, 2014 to Oct 12, 2015factForm ADV
← Debra Lynn WachterAdvisorregistration: previous registration
Oct 15, 2012 to Feb 4, 2015factForm ADV
← Adam Detweiler SavanickAdvisorregistration: previous registration
Sep 15, 2008 to Jul 2, 2009factForm ADV
← Joseph Alexander ShenkAdvisorregistration: previous registration
Mar 7, 2007 to Jan 28, 2009factForm ADV

Dated events

Occurred
Feb 20, 2025
Team lift-out
11 advisors left Concourse Financial Group Advisors (Birmingham, AL) for Everence Trust Company on the same day
Form ADVobserved 4 days ago
11 advisors
Occurred
Mar 28, 2019
Control person left
E James Beitler (Director) no longer on Schedule A of Everence Trust Company (listed 2019-03-19, absent 2019-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2019
Control person left
A Todd Holsopple (Vice President) no longer on Schedule A of Everence Trust Company (listed 2019-03-19, absent 2019-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2019
Control person joined
Allen Rex Hochstedler (Vice President) appeared on Schedule A of Everence Trust Company
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1e4472a-7627-bfa6-bdc4-4de638642c01
First observed: Mar 27, 2012
Last observed: Mar 28, 2019 91 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.

EVERENCE TRUST COMPANY

CRD 113179

GOSHEN, IN

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:b1e4472a-7627-bfa6-bdc4-4de638642c01

Data as of Mar 28, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DILLER, RODNEY, D

PRESIDENT/DIRECTOR

yes

05/2001

Mar 27, 2012

Mar 28, 2019

EVERENCE ASSOCIATION, INC.

Owner

yes

01/2009

Mar 26, 2014

Mar 28, 2019

EVERENCE HOLDINGS, INC.

Owner

yes

01/2009

Mar 27, 2012

Mar 28, 2019

HARTMAN, WILLIAM, S

VICE PRESIDENT

yes

01/2009

Mar 27, 2012

Mar 28, 2019

Hochstedler, Rex, Allen

VICE PRESIDENT

yes

07/2018

Mar 28, 2019

HOCHSTETLER, KENNETH, DEAN

Director

yes

09/2014

Sep 17, 2014

Mar 28, 2019

JACOBS, RANDALL, MILLER

Director

yes

01/2014

Mar 26, 2014

Mar 28, 2019

Kieper, Karen, Ruth

Director

yes

01/2016

Mar 29, 2016

Mar 28, 2019

KINDIG, AARON, JOHN

SENIOR INVESTMENT OFFICER

yes

02/2016

Mar 29, 2016

Mar 28, 2019

MASSANARI, LARRY, GRANT

Director

yes

01/2010

Mar 27, 2012

Mar 28, 2019

WARREN, DAVID, THOMAS

VICE PRESIDENT

yes

12/2017

Mar 28, 2018

Mar 28, 2019

ZIMMERMAN, PHILIP, R

CHIEF COMPLIANCE OFFICER

yes

10/2004

Mar 27, 2012

Mar 28, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EVERENCE CAPITAL MANAGEMENT, INC.

n/a

Asset manager

$3.3B

yes

n/a

EVERENCE ASSOCIATION, INC.

n/a

yes

n/a

EVERENCE INSURANCE COMPANY

n/a

yes

n/a

MMA DISTRIBUTION, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Mar 28, 2019

$1.7B

n/a

2017

Mar 28, 2018

$1.7B

n/a

2016

Mar 28, 2017

$1.4B

n/a

2015

Mar 29, 2016

$1.3B

n/a

2014

Mar 27, 2015

$822M

$821M

112

n/a

2013

Mar 26, 2014

$1.2B

110

n/a

2012

Mar 27, 2013

$939M

110

n/a

2011

Mar 27, 2012

$808M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$1.7B

-0.7%

$1.3B

8.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CETERA INVESTMENT ADVISERS LLC

Sep 30, 2019

Feb 20, 2025

GOSHEN, IN

Firm absorbed

RIA to ibd

66.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CONCOURSE FINANCIAL GROUP ADVISORS

Feb 20, 2025

Mar 1, 2018

BIRMINGHAM, AL

Team lift out

Ibd to RIA

5.1%