Everpar Advisors LLC
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 326468
- Registered since
- August 31, 2023
- Website
- everpar.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.46%
- Individuals5.69%
- Charitable Organizations4.23%
- Corporations / Businesses0.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Everpar Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves individual and family clients and operates as a capital allocator, bringing third‑party managers into client portfolios. Its advisory suite includes financial planning, portfolio management for individuals and small businesses as well as for institutions or business clients, selection of other advisers, and pension consulting services. Fee arrangements combine percentage‑of‑AUM billing with fixed fees. Everpar reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents12%
- State & Local Bonds5%
- Other5%
Contacts
3 of 11
Kenneth Petrashek
AdvisorCRD 6031528
Bridgette Hodge
Client Service AdministratorCRD 5273074
Kerri Musgrove
Client Service AdministratorCRD 6236509
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$118M in ETFs
83%
$98M
17%
$19.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $25.6M | 34,120 | 21.72% |
Location
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 2431 E 61st St
- Time zone
- CT (UTC-6)
- Office locations
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