Everoak Wealth Revenue, Growth & Competitor Profile

DBA STEADFAST WEALTH CO

Company Profile & Annual Report for Everoak Wealth

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Everoak Wealth Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	7222 Commerce Center Drive Suite 10 Colorado Springs, CO 80919

Note: Revenues for privately held companies are statistical evaluations.


Everoak Wealth's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Everoak Wealth's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Everoak Wealth is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Everoak Wealth Annual Revenue and Growth Rate

Everoak Wealth	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Everoak Wealth's revenues are gauged from an analysis of company filings.

Everoak Wealth's Income Statement (based on Industry Averages)

Everoak Wealth P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Everoak Wealth is developing and marketing. Everoak Wealth doesn't have any recent trademark applications, indicating Everoak Wealth is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
EVEROAK Financial advice; financial management; financial planning; insurance brokerage; investment advice; investment management; financial services, namely, wealth management services	10/07/2021

See all trademarks and details in the Full Report.

Market Share of Everoak Wealth's Largest Competitors

A competitive analysis shows these companies are in the same general field as Everoak Wealth, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Everoak Wealth. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
SUMMIT WEALTH GROUP	Colorado Springs, CO	100
SHARKBACS MANAGEMENT GROUP	Colorado Springs, CO	76
OUTDOOR LIFESTYLE STRATEGIES	Colorado Springs, CO	60
ALL PRO CAPITAL	Colorado Springs, CO	32
PHILANTHROCORP	Colorado Springs, CO	26
EVEROAK WEALTH	Colorado Springs, CO	24

Future Competition: Everoak Wealth's Fastest Growing Competitors

These companies are in the same general field as Everoak Wealth and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)