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| Everpar Advisors LLC
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| CRD # | 326468 |
| SEC # | 801-128638 |
| CIK # | 0002010410 |
| AUM | 587.8 M (2026-02-12) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 918-221-9290 |
| Address | 2431 E 61st Street Tulsa, OK 74136 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002010410 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.5 | ||
| Apple Inc | 14.0 | ||
| J P Morgan Chase & Co | 11.4 | ||
| Microsoft Corp | 8.9 | ||
| Alphabet Inc | 7.0 | ||
| Amazon Com Inc | 6.7 | ||
| Alphabet Inc | 6.4 | ||
| Broadcom Inc | 6.3 | ||
| Oneok Inc /New/ | 5.4 | ||
| Tyson Foods Inc | 4.6 | ||
| Tesla Motors Inc | 4.4 | ||
| Facebook Inc | 4.1 | ||
| Micron Technology Inc | 4.0 | ||
| Cisco Systems Inc | 3.5 | ||
| Lilly Eli & Co | 3.3 | ||
| Johnson & Johnson | 3.1 | ||
| Wal Mart Stores Inc | 3.0 | ||
| United Technologies Corp /DE/ | 2.6 | ||
| Advanced Micro Devices Inc | 2.5 | ||
| Applied Materials Inc /DE | 2.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 33.4 |
| (b) Individuals (high net worth individuals) | 140 | 525.9 |
| (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 | 24.9 |
| (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 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 937 | 587.8 |
| By Discretionary | ||
| Discretionary | 937 | 587.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 937 | 587.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 587.8 | |
| Total | 937 | 587.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010410] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 12 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Reston Wealth Management LLC
✚
|
VA | 589.9 M |
|
Master's Wealth Management Inc
✚
|
PA | 589.5 M |
|
VAM Group Inc
✚
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MI | 589.4 M |
|
Greater Midwest Financial Group LLC
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MN | 589.3 M |
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Fairfield Bush & Co
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CT | 589.0 M |
|
Consolidated Financial Management Group LLC
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OH | 588.7 M |
|
Summa Corp
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|
TX | 587.2 M |
|
Castle Rock Wealth Management LLC
✚
|
CA | 587.1 M |
|
Squire Investment Management Company LLC
✚
|
UT | 586.7 M |
|
Diversified Financial Advisors LLC
✚
|
MO | 585.9 M |