Evermore Wealth · Legal
What is Form ADV Part 2A? Form ADV Part 2A, also called the Firm Brochure, is a disclosure document that registered investment advisers must provide to clients. It is more detailed than Form CRS and is updated at least once a year.
What it covers. The brochure describes our advisory services, how we charge fees, the types of clients we work with, our investment strategies and their risks, any disciplinary information, our other financial industry activities, our code of ethics, and how we handle custody, brokerage and account reviews.
Read the full document. You can request a free copy at any time by calling 469-828-7375.
Additional information about Evermore Wealth is available on the SEC’s website at adviserinfo.sec.gov.
