DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Evestia Financial
Legal name Evestia LLC
Latest filing Apr 1, 2026
First filing on the tape Apr 9, 2021 · 10 filings
SEC status approved since May 20, 2021
RAUM
$33.3M
reported, Item 5.F
Discretionary
41%
of RAUM
Private clients
41%
$13.8M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$11.1M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$33.3M as of Apr 1, 2026
Apr 1, 2022$2.4M then
HNW client RAUM$11.1M as of Apr 1, 2026
Apr 1, 2022$0 then
State-registered IARs (5.B.3)2 as of Apr 1, 2026
Apr 1, 20221 then
Employees (5.A)2 as of Apr 1, 2026
Apr 1, 20221 then
Private funds: no history
RAUM -37% over the last fiscal year+51% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Apr 1, 2026; every figure names its basis
- RAUM per advisor
- $11.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 9derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.5MderivedHNW RAUM over HNW clients
- Average account
- $97,188derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 41%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -37%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, otherreportedItem 5.G
- Wrap fee program
- $13.8MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$11.1M80%
- Individuals$2.7M20%
- Individual clients
- 24reported
- HNW clients
- 2reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 343reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $19.6M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.41 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Rick C. JasterChartered Financial Analyst | Saint George, Ut | Jul 27, 2021 | 13 y | 3 |
| Bradley Lewis Wilson | Saint George, Ut | Mar 29, 2023 | 19 y | 0 |
| Devin Scott Jaster | Saint George, Ut | Aug 12, 2026 | 11 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Devin Scott Jaster from Strategic Advisers LLCAug 12, 2026 · Affiliated broker-dealer or bank to independent RIA
- Rick C. Jaster from Carson Group InvestingJul 27, 2021 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Cameron Rick Jaster · Cco - Chief Compliance Officercontrolsince 02/2021 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Saint George, Ut | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Apr 1, 2026RAUM (Item 5.F) moved from $52,643,253 to $33,335,476 (-37.0%) between the annual amendments of 2025-03-30 and 2026-04-01; the peer median change was +8.0% (219 comparable advisers, 8.0th percentile of changes)peers: independent wealth managers, under $100M (219) · 8.3% percentile
What changed
consecutive filings, newest first
- Accounts · 167 to 343Mar 30, 2025 to Apr 1, 2026
- Corporate clients · 1 to 0Mar 30, 2025 to Apr 1, 2026
- Individual clients · 21 to 24Mar 30, 2025 to Apr 1, 2026
- Employees · 3 to 2Mar 30, 2025 to Apr 1, 2026
- Discretionary RAUM · $52.6M to $13.8MMar 30, 2025 to Apr 1, 2026
- HNW RAUM · $35.0M to $11.1MMar 30, 2025 to Apr 1, 2026
- Individual RAUM · $1.8M to $2.7MMar 30, 2025 to Apr 1, 2026
- Non-discretionary RAUM · $0 to $19.6MMar 30, 2025 to Apr 1, 2026
- RAUM · $52.6M to $33.3MMar 30, 2025 to Apr 1, 2026
- Wrap assets (manager) · $6.2M to $19.6MMar 30, 2025 to Apr 1, 2026
- Accounts · 93 to 167Mar 30, 2024 to Mar 30, 2025
- Financial planning clients · unset to Mar 30, 2024 to Mar 30, 2025
- HQ city · unset to Mar 30, 2024 to Mar 30, 2025
- HQ state · unset to Mar 30, 2024 to Mar 30, 2025
- Discretionary RAUM · $46.4M to $52.6MMar 30, 2024 to Mar 30, 2025
- HNW RAUM · $35.6M to $35.0MMar 30, 2024 to Mar 30, 2025
- Individual RAUM · $2.5M to $1.8MMar 30, 2024 to Mar 30, 2025
- RAUM · $46.4M to $52.6MMar 30, 2024 to Mar 30, 2025
- Wrap assets (manager) · $0 to $6.2MMar 30, 2024 to Mar 30, 2025
- Accounts · 18 to 93Mar 30, 2023 to Mar 30, 2024
- Advisory activities · 1 to 2Mar 30, 2023 to Mar 30, 2024
- HNW clients · 1 to 2Mar 30, 2023 to Mar 30, 2024
- Individual clients · 16 to 21Mar 30, 2023 to Mar 30, 2024
- HQ city · LEHI to unsetMar 30, 2023 to Mar 30, 2024
- HQ state · UT to unsetMar 30, 2023 to Mar 30, 2024
- Discretionary RAUM · $9.8M to $46.4MMar 30, 2023 to Mar 30, 2024
- HNW RAUM · $567,198 to $35.6MMar 30, 2023 to Mar 30, 2024
- Individual RAUM · $2.2M to $2.5MMar 30, 2023 to Mar 30, 2024
- RAUM · $9.8M to $46.4MMar 30, 2023 to Mar 30, 2024
- Accounts · 12 to 18Apr 1, 2022 to Mar 30, 2023
- Advisory employees · 1 to 2Apr 1, 2022 to Mar 30, 2023
- Corporate clients · 0 to 1Apr 1, 2022 to Mar 30, 2023
- HNW clients · 0 to 1Apr 1, 2022 to Mar 30, 2023
- Individual clients · 12 to 16Apr 1, 2022 to Mar 30, 2023
- Employees · 1 to 3Apr 1, 2022 to Mar 30, 2023
- State-registered IARs · 1 to 2Apr 1, 2022 to Mar 30, 2023
- Discretionary RAUM · $2.4M to $9.8MApr 1, 2022 to Mar 30, 2023
- HNW RAUM · $0 to $567,198Apr 1, 2022 to Mar 30, 2023
- Individual RAUM · $2.4M to $2.2MApr 1, 2022 to Mar 30, 2023
- RAUM · $2.4M to $9.8MApr 1, 2022 to Mar 30, 2023
Signals
1 dated events
- Evestia Financial filed its initial SEC registration (Form ADV)Apr 9, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/evestia-financialreportedpublic record, Form ADV, Sep 17, 2026
- Website
- evestia.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 801-960-3228reportedpublic record, Form ADV, Apr 1, 2026
- Contact form
- evestia.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $11.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026