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| Successful Portfolios LLC
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| CRD # | 152429 |
| SEC # | 801-80702 |
| CIK # | 0001721780 |
| AUM | 281.5 M (2026-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 727-744-3614 |
| Address | 611 Druid Road East Clearwater, FL 33756 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.2 | ||
| Nvidia Corp | 5.8 | ||
| Wal Mart Stores Inc | 5.8 | ||
| Micron Technology Inc | 4.9 | ||
| Advanced Micro Devices Inc | 4.5 | ||
| Microsoft Corp | 4.5 | ||
| Applied Materials Inc /DE | 3.7 | ||
| Amazon Com Inc | 3.3 | ||
| Alphabet Inc | 3.0 | ||
| Alphabet Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Barrett Evans Capital 2 | 2017-10-13 | 0.4 M | |
| Other | Barrett Evans Capital 1 | 2012-03-15 | 2.9 M | |
| Other | Evans Cook LLC | 2012-03-15 | 4.9 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 194 | 166.5 |
| (b) Individuals (high net worth individuals) | 10 | 108.8 |
| (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 | 2 | 3.7 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 584 | 281.5 |
| By Discretionary | ||
| Discretionary | 560 | 259.1 |
| Non-Discretionary | 24 | 22.5 |
| Total | 584 | 281.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.5 | |
| United States Persons | 267.0 | |
| Total | 584 | 281.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001721780] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 (2 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Caruso McLean & Co Inc
✚
|
NY | 281.8 M |
|
Banyan Capital Management Inc
✚
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GA | 281.7 M |
|
Copperleaf Capital LLC
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SC | 281.6 M |
|
Palm Valley Capital Management LLC
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|
FL | 281.6 M |
|
Trinity Wealth Advisors LLC
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|
MO | 281.5 M |
|
Smith Asset Management Co LLC
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|
FL | 281.2 M |
|
Riverbend Wealth Management LLC
✚
|
SC | 281.0 M |
|
RCS Financial Planning LLC
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|
MD | 281.0 M |
|
WMS Advisors LLC
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|
NC | 280.9 M |
|
Seven Hills Financial LLC
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|
FL | 280.9 M |