EVERPAR ADVISORS LLC
Latest filing: Jul 03, 2025 (36 days ago)
AUM
$488,511,578
20% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
8
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
TULSA, OK
2431 E. 61ST STREET, TULSA, OK, UNITED STATES, 74136
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 102 | $0.0 |
| Average Individual AUM | $242,793 | |
| HNW | 122 | $0.4 |
| Average HNW AUM | $3,580,707 | |
| Retail Total | 224 | $0.5 |
| Average Retail AUM | $2,060,764 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 45% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 4% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 22% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 17% | $0.1 |
| Other | 10% | $0.0 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
6 active
| Name | Title |
|---|---|
| KOSKI, TIMOTHY, T | MANAGING PARTNER |
| CHRISTIAN, MICHAEL, DAVID | MANAGING PARTNER |
| SILBERG, CRAIG, ROBERT | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER |
| ELLIS, DAVID, C | MANAGING PARTNER |
| HOFFMAN, COURTNEY, LYNN | MANAGING PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CRAIG SILBERG | TULSA | OK | S63|2002-07-26|S66|2002-12-18 | ||||||
| TIMOTHY KOSKI | TULSA | OK | S66|2002-12-19 | ||||||
| BRIDGETTE HODGE | TULSA | OK | S63|2023-02-10|S65|2023-04-25 | ||||||
| KERRI MUSGROVE | TULSA | OK | S66|2013-12-23 | ||||||
| DAVID ELLIS | TULSA | OK | S66|2002-10-11 | ||||||
| COURTNEY HOFFMAN | TULSA | OK | S66|2018-04-27 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL CHRISTIAN | TULSA | OK | S63|2012-10-17 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.5 | $0.0 | 0% | 8 | 0 | 0% |
| 2025-04-21 | $0.5 | $0.0 | 0% | 8 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.1 | 20% | 8 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OK, AR-09/01/2023, LA-09/01/2023, MO-09/01/2023, NM-03/04/2024, OK-09/01/2023, TX-09/01/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV