Everpar Advisors LLC

Overview

Everpar Advisors LLC is an SEC registered investment adviser based in Tulsa, OK, registered since 2023. It reports $588M in assets under management across 937 accounts, with 9 employees. It has 10 investment adviser representatives.

Reported AUM

$588M

Discretionary

100%

Accounts

937

Average account

$627K

Employees

9

Advisory reps

10

Registered since

2023

Jurisdictions

8

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 6

• Courtney Lynn Hoffman Managing Partner CRD 6898099
• Craig Robert Silberg Managing Partner CRD 1547367
• David Charles Ellis Managing Partner CRD 4563762

3 more executive officers, with direct contact details

Advisory reps 3 of 10

• Hunter Gage Breedlove Investment Adviser Rep CRD 7468609
• Michael David Christian Investment Adviser Rep CRD 6124158
• David Charles Ellis Investment Adviser Rep CRD 4563762

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2431 E 61st St Ste 825
Tulsa, OK 74136

County

Tulsa

Metro area

Tulsa, OK

Region

South

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: everpar.com

Every state, with registration dates

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