EverPar Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, insurance, and philanthropic planning. Financial planning was provided to 26–50 clients last fiscal year.
EverPar Advisors reports 250 clients. They include 140 high-net-worth individuals and 110 individual clients. Of its assets, 100.0% ($588M across 937 accounts) are managed with discretion. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 6% |
| High-net-worth individuals | 56% | 89% |
| Charitable organizations | Fewer than 5 | 4% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 110 | $33.4M | 5.7% | $304K |
| High-net-worth individuals | 140 | $526M | 89.5% | $3.76M |
| Charitable organizations | Fewer than 5 | $24.9M | 4.2% | — |
| Corporations and other businesses | Fewer than 5 | $3.63M | 0.6% | — |
| Total | 250 | $588M | 100% | — |
- Clients
- 110
- Regulatory AUM
- $33.4M
- AUM share
- 5.7%
- Avg. per client
- $304K
- Clients
- 140
- Regulatory AUM
- $526M
- AUM share
- 89.5%
- Avg. per client
- $3.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $24.9M
- AUM share
- 4.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.63M
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 250
- Regulatory AUM
- $588M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
EverPar Advisors charges up to 1.99% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a fixed engagement fee of $1,500 to $15,000 per engagement, which may be negotiable based on the complexity of the services.
Everpar Holdings LLC owns 75% or more of EverPar Advisors and is in turn owned by Craig Silberg (25–50%), Timothy Koski (25–50%) and Michael Christian (25–50%). The leadership team of EverPar Advisors includes Chief Compliance Officer Christopher Mortara. It has 9 employees.
Leadership
- Christopher MortaraChief Compliance Officer
- Michael ChristianManaging Partner
- David EllisManaging Partner
- Courtney HoffmanManaging Partner
- Timothy KoskiManaging Partner
- Craig SilbergManaging Partner
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 9 in advisory functions
- 9 state-registered reps
- 5 insurance agents
- Owns 75% or more of Everpar Advisors LLC
Everpar Holdings LLC
Control person · since July 2023
- Owns 25% to 50% of Everpar Holdings LLC
Craig Silberg
Control person · since March 2023
- Owns 25% to 50% of Everpar Holdings LLC
Timothy Koski
Control person · since March 2023
- Owns 25% to 50% of Everpar Holdings LLC
Michael Christian
Control person · since March 2023
EverPar Advisors’ regulatory assets grew from $406M (March 2024) to $588M (September 2026); clients rose from 183 to 250 and employees from 8 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $588M | 250 | 9 | 1 |
| July 2025 | $489M | 224 | 8 | 1 |
| March 2024 | $406M | 183 | 8 | 1 |
Besides its headquarters, EverPar Advisors has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- 2431 E. 61st Street, Suite 825, TulsaHQ
Contact and registration details
- Legal name
- Everpar Advisors LLC
- Headquarters
- 2431 E. 61st Street, Suite 825, Tulsa, OK 74136
- Website
- everpar.com
- Phone
- 918-221-9290
- @everpar-advisor
- SEC file
- 801-128638
- Founded
- 2023
- Structure
- Delaware LLC
- Fiscal year end
- December
EverPar Advisors uses Fidelity ($570M) as custodian for its separately managed accounts. EverPar Advisors has custody of $85.9M in client assets for 110 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $570M100%
At year end, EverPar Advisors’ separately managed accounts were largely in stocks (43%) and funds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $352M across 302 positions; the largest are iShares TR (7.3%), Nvidia Corporation (4.4%) and Apple Inc. (4.0%).
What the accounts hold
- Stocks43%
- Funds31%
- Bonds9%
- State and local bonds5%
- U.S. government and agency bonds3%
- Investment grade corporate bonds1%
- Cash12%
- Other5%
- Privates & corp actions5%
Reported 13F holdings
- $352M
- Reported 13F value
- 302
- Positions
- 31.3%
- In the 10 largest
- +21.0%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF7.3%
- Nvidia Corporation4.4%
- Apple Inc.4.0%
- JPMORGAN Chase & CO3.2%
- Microsoft Corp.2.5%
- SPDR Series Trust · ST Str P500grw2.2%
- Alphabet Inc. · Cap Stk CL C2.0%
- Vanguard Index Fds · Value ETF1.9%
- Amazon Com Inc.1.9%
- Alphabet Inc. · Cap Stk CL A1.8%
Together, the ten largest are 31.3% of reported value.
How many clients does EverPar Advisors have?
EverPar Advisors has 250 clients and manages $588 million for them, as of September 2026. They include 140 high-net-worth individuals and 110 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does EverPar Advisors offer?
EverPar Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does EverPar Advisors charge?
EverPar Advisors charges up to 1.99% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 12 February 2026
Which custodians does EverPar Advisors use?
EverPar Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $570M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026
How many financial advisors does EverPar Advisors have?
EverPar Advisors has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does EverPar Advisors invest in?
At the end of its last fiscal year, EverPar Advisors’ separately managed accounts held 43% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 5% state and local bonds, 5% other, 3% U.S. government and agency bonds and 1% investment grade corporate bonds. The 5% other category is described as: Privates & Corp Actions.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns EverPar Advisors?
EverPar Advisors is owned through a holding company by Craig Silberg, Timothy Koski and Michael Christian. Its direct owner is Everpar Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does EverPar Advisors get paid?
EverPar Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is EverPar Advisors registered with the SEC?
Yes, EverPar Advisors has been registered with the SEC as an investment adviser since 31 August 2023. Its CRD number is 326468 and its SEC file number is 801-128638.
Source: Form ADV Part 1A, Item 1, filed 21 September 2026; IAPD firm record
How do I contact EverPar Advisors?
EverPar Advisors’ main office is at 2431 E. 61st Street, Suite 825, Tulsa, OK 74136. Its phone number is 918-221-9290. Its website is everpar.com.