# Everpar Advisors LLC

> Everpar Advisors LLC is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 326468
- Filed as: EVERPAR ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326468
- AdvisorCensus page: https://advisorcensus.com/firm/everpar-advisors-llc-tulsa-ok-326468

## Quick answers

**How is Everpar Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Everpar Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Everpar Advisors LLC charge?**
Its Form ADV Part 2A brochure dated February 12, 2026 states: Flat fee: $1,500 to $15,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Everpar Advisors LLC located?**
Everpar Advisors LLC's principal office is in Tulsa, OK, according to its Form ADV.

**Is Everpar Advisors LLC registered with the SEC or a state?**
Everpar Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326468.

**How much does Everpar Advisors LLC manage?**
Everpar Advisors LLC reports $587,838,031 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**How have Everpar Advisors LLC's assets and staff changed since 2023?**
In the Form ADV data for Everpar Advisors LLC: Regulatory assets under management: $0 in the October 2023 data and $587,838,031 in the October 2026 data. Total employees: 6 in October 2023 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Everpar Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (140); individuals (other than high net worth individuals) (110).

**Which custodians does Everpar Advisors LLC use?**
Everpar Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Everpar Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326468

**Does Everpar Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 12, 2026 says: "Everpar generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process."

**What changed in Everpar Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CO, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 12, 2026)

- Account minimum: $1,000,000

> Everpar generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process.

- Flat fee: $1,500 to $15,000 (financial planning services)

> Everpar offers financial planning services for a fixed engagement fee ranging from $1,500 to $15,000 per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $587,838,031
- Discretionary: $587,838,031
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $33,443,861 |
| High net worth individuals | 140 | $525,891,903 |
| Charitable organizations | Fewer than 5 | $24,874,382 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,627,885 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CO, FL, LA, MO, NM, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- everpar.com
- LinkedIn @EVERPAR-ADVISOR

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 6 | October 4, 2023 |
| October 2024 | $405,983,921 | 8 | March 4, 2024 |
| October 2025 | $488,511,578 | 8 | July 3, 2025 |
| October 2026 | $587,838,031 | 9 | September 21, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $587,838,031 in the October 2026 data.
Total employees: 6 in October 2023 and 9 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CO, FL.

### March 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $488,511,578 to $587,838,031 (+20%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Everpar Advisors LLC (CRD 326468): Form ADV filing data as of October 2026.