Everpar Advisors LLC

Everpar Advisors LLC (CRD# 326468) is a financial advisory firm headquartered in Tulsa, OK. They manage $405,983,921 in 731 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2431 E. 61st Street, Suite 825, Tulsa, OK 74136
https://www.everpar.com
By the Numbers
  • Total Assets Under Management
    406
    MILLION
  • Total Number of Accounts
    731
    ACCOUNTS
  • Average Account Value
    $555,382
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, LA, MO, NM, OK, TX

Financial Advisors at Everpar Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Ellis, financial advisor Tulsa OK
David C. Ellis
CRD#: 4563762
2431 E. 61st Street, Suite 825, Tulsa, OK 74136

David Ellis (CRD# 4563762) is an Investment Advisor Representative working at Everpar Advisors LLC in Tulsa, OK and has over 21 years of experience in the finance industry.

2
Courtney Hoffman, financial advisor Tulsa OK
Courtney L. Hoffman
CRD#: 6898099
2431 E. 61st Street, Suite 825, Tulsa, OK 74136

Courtney Hoffman (CRD# 6898099) is an Investment Advisor Representative working at Everpar Advisors LLC in Tulsa, OK and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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