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Everett Capital Management, LLC (North Haven)


Everett Capital Management, LLC is a large advisory firm based in North Haven. It manages $64.84 million of regulatory assets for 571 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and Florida.

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Everett Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Everett Capital Management: assets under management

The assets under management (AUM) of Everett Capital Management, LLC is $64.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $64.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $113.56 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Everett Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in North Haven

The principal office where Everett Capital Management, LLC performs its advisory services is located at 202 State Street, North Haven, CT 06473, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-281-4661 or by fax 203-281-6340. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.everettfinancialgroup.com.


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