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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-31-2023
- Office Locations
- 1
Office Locations
About Everpar Advisors LLC
EverPar Advisors is a Tulsa-based RIA focused on multi-generational wealth management for families and family stewards navigating estates, trusts, and closely held businesses. The firm provides personalized planning and coordination (“quarterbacking” a team of professionals), with services spanning estate planning, risk management, philanthropic strategies, and alternative investments. Supports client access via Fidelity and Schwab portals.
Reported data analysis
What the numbers show
Between October 1, 2025 and February 12, 2026, reported AUM increased 20.3%, from $488.5M to $587.8M.
Across 4 reported observations, AUM increased 63.8% between December 12, 2023 and February 12, 2026, from $358.8M to $587.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 262 clients, or 29.1 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on February 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Everpar Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL DAVID CHRISTIAN
Managing Partner, President
- CRD
- #6124158
- Ownership
- Less than 5%
DAVID CHARLES ELLIS
Managing Partner, Partner
- CRD
- #4563762
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Hunter Gage Breedlove
Investment Analyst
- CRD
- #7468609
MICHAEL THOMAS FLANAGAN
Lead Advisor
- CRD
- #4432635
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $587,838,031 | $627,362 |
| Non-Discretionary | $0 | -- |
| Total | $587,838,031 | $627,362 |
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Separately Managed Accounts
SMA allocation detail is available
Everpar Advisors LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Everpar Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.