SourcingSourcing

EVERPAR ADVISORS LLC

C27
CRD 326468·SEC 801-128638·TULSA, OK
AUM
$587.8M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EVERPAR ADVISORS LLC
CRD
326468
SEC file #
801-128638
EIN
923706802
DBA names
—

Economics

AUM
$587.8M
AUM band
$500M-$1B
AUM trajectory
'25'26
$488.5M → $587.8M▲ +20%
Client mix
Individuals High Net Worth140
Individuals Other110

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
8 advisors → 9 advisors▲ +13%
Primary office
TULSA OK
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
everpar.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EVERPAR HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
EVERPAR HOLDINGS LLC
CHRISTIAN, MICHAEL, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EVERPAR.COM
Rdap Domain Creation Date
2018-05-30T15:31:23Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
15,435
Form 5500 Compensation Trajectory 3y
202515,435
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
15,435
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002010410
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-02-06
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001951757-26-000658

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
2431 EAST 61ST STREET825TULSA, OK 74136
Business
2431 EAST 61ST STREET825TULSA, OK 74136
Edgar EIN
923706802
Edgar Recent Filings
13F-HR2026-04-21 · 0001951757-26-000658
13F-HR2026-01-07 · 0001951757-26-000020
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-30T15:31:23Z
Rdap Domain Last Changed
2025-05-27T15:30:50Z
Rdap Nameservers
Ns65.domaincontrol.comNs66.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (10)

10
KOSKI, TIMOTHY, TERRENCE
IAR · Executive Officer · 2.5%
4595607
CHRISTIAN, MICHAEL, DAVID
IAR · Executive Officer · 2.5%
6124158
ELLIS, DAVID, CHARLES
IAR · Executive Officer · 2.5%
4563762
SILBERG, CRAIG, ROBERT
IAR · Executive Officer · 2.5%
1547367
HOFFMAN, COURTNEY, LYNN
IAR · Executive Officer · 2.5%
6898099
Christopher Michael Mortara
Executive Officer · 2.5%
2858346
Hunter Gage Breedlove
IAR
7468609
KERRI JOANN MUSGROVE
IAR
6236509
BRIDGETTE G HODGE
IAR
5273074
Kenneth C. Petrashek
IAR
6031528