# Everglades Resources, Inc.

> Everglades Resources, Inc. is a state-registered investment advisory firm in Fort Lauderdale, FL, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 7, 2026.

- CRD: 142020
- Filed as: EVERGLADES RESOURCES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: March 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142020
- AdvisorCensus page: https://advisorcensus.com/firm/everglades-resources-inc-fort-lauderdale-fl-142020

## Quick answers

**How is Everglades Resources, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Everglades Resources, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Everglades Resources, Inc. located?**
Everglades Resources, Inc.'s principal office is in Fort Lauderdale, FL, according to its Form ADV.

**Is Everglades Resources, Inc. registered with the SEC or a state?**
Everglades Resources, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 142020.

**How much does Everglades Resources, Inc. manage?**
Everglades Resources, Inc. reports $31,406,234 in regulatory assets under management in its Form ADV filing dated March 7, 2026 (100% discretionary).

**What types of clients does Everglades Resources, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (17); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Everglades Resources, Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142020

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $31,406,234
- Discretionary: $31,406,234
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $4,344,158 |
| High net worth individuals | 17 | $21,171,918 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $5,890,158 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142020

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Everglades Resources, Inc. (CRD 142020): Form ADV filing data as of October 2026.