Everpar Advisors LLC
EverPar Advisors LLC is an independent registered investment advisor headquartered in Tulsa, Oklahoma. Founded in 2011, the firm serves successful business owners, families, and foundations, focusing on multigenerational wealth management, estate and trust strategies, tax planning, and alternative investments. The firm employs 8 staff, all of whom are investment professionals, and is regulated by the SEC. EverPar's mission centers on helping clients build enduring legacies through customized planning and objective financial advice.
Investment Strategy
EverPar Advisors LLC provides personalized financial advisory services focused on generational wealth management. The firm emphasizes deep, lifelong relationships and holistic planning, offering a full suite of services in portfolio management, estate and trust strategies, tax planning, and alternative investments. Their philosophy prioritizes objective advice, customized solutions, and creating enduring legacies for families and stewards of significant wealth, supporting both growth and preservation strategies in client portfolios.
Top Holdings
Equity Positions (276)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.90% | $12.4M | 18,529 | $587.48 | $669.30 | +$3.2M |
M MSFT | MICROSOFT CORP | 4.41% | $11.2M | 21,548 | $405.48 | $517.95 | +$972.4K |
N NVDA | NVIDIA CORPORATION | 4.40% | $11.1M | 59,661 | $85.97 | $186.58 | +$2.6M |
J JPM | JPMORGAN CHASE & CO. | 4.11% | $10.4M | 32,960 | $174.70 | $315.43 | +$876.2K |
A AAPL | APPLE INC | 3.81% | $9.6M | 37,850 | $205.33 | $254.63 | +$2.7M |