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Everpar Advisors LLC
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CRD # | 326468 |
SEC # | 801-128638 |
CIK # | 0002010410 |
AUM | $406.0 MM (2024-03-04) |
Employees | 8 (62% Investors, 0% Brokers) |
Phone | 918-221-9290 |
Address | 2431 E 61st Street Tulsa, OK 74136 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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CIK | Period |
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0002010410 | |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Apple Inc | 2,382,844.0 | 9.6 | |
Microsoft Corp | 1,918,222.4 | 9.1 | |
Nvidia Corp | 399,550.0 | 7.1 | |
J P Morgan Chase & Co | 340,169.2 | 6.7 | |
Amazon Com Inc | 1,092,997.8 | 4.3 | |
Oneok Inc /New/ | 25,448.2 | 4.2 | |
Tyson Foods Inc | 30,955.9 | 3.6 | |
Facebook Inc | 434,852.0 | 3.2 | |
Alphabet Inc | 1,482,566.4 | 2.6 | |
Broadcom Inc | 201,282.9 | 2.6 | |
Lilly Eli & Co | 301,789.7 | 2.5 | |
Chevron Corp | 294,604.1 | 2.3 | |
Alphabet Inc | 1,475,138.5 | 1.9 | |
Merck & Co Inc | 232,371.9 | 1.9 | |
Tesla Motors Inc | 723,390.3 | 1.8 | |
Oracle Corp | 182,760.6 | 1.8 | |
Netflix Inc | 79,791.6 | 1.6 | |
Exxon Mobil Corp | 385,508.3 | 1.6 | |
Qualcomm Inc/DE | 147,392.0 | 1.6 | |
Mastercard Inc | 309,583.1 | 1.4 | |
Simmons First National Corp | 2,794.7 | 1.4 | |
Sherwin Williams Co | 58,089.9 | 1.4 | |
Wal Mart Stores Inc | 335,434.5 | 1.3 | |
Johnson & Johnson | 465,600.2 | 1.3 | |
Oaktree Specialty Lending Corp | 1,197.4 | 1.3 | |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 75 | 19.3 |
(b) Individuals (high net worth individuals) | 108 | 365.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 21.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 731 | 406.0 |
By Discretionary | ||
Discretionary | 731 | 406.0 |
Non-Discretionary | 0 | 0.0 |
Total | 731 | 406.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 406.0 | |
Total | 731 | 406.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0002010410] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Addison Advisors LLC
✚
|
VT | 0.4 |
Brophy Wealth Management LLC
✚
|
NH | 0.4 |
Peirce Capital Management LLC
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|
TX | 0.4 |
Kades & Cheifetz LLC
✚
|
PA | 0.4 |
Clifford Capital Partners LLC
✚
|
UT | 0.4 |
Allred Capital Management LLC
✚
|
TX | 0.4 |
Mark Sheptoff Financial Planning LLC
✚
|
CT | 0.4 |
Ratson Advisory LLC
✚
|
NY | 0.4 |
Argonautica Private Wealth Management Inc
✚
|
MA | 0.4 |
Access Wealth Planning LLC
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|
NJ | 0.4 |