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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Timber
- 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.
Team overview
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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%
Prime ember
Delta pioneer
- CRD
- #95480
- Ownership
- 8.2%
Showing 2 of 6 owners & executives
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Hunter Gage Breedlove
--
- CRD
- #7468609
BRIDGETTE G HODGE
Financial Advisor, General Partner
- CRD
- #5273074
North eagle
Foundation frontier
- CRD
- #60596
Showing 2 of 10 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
Total SMA Asset: $587,838,031
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $268,873,716 | 13.5% |
| Public Funds | $213,107,316 | 10.7% |
| Cash | $557,664,005 | 28.0% |
| Municipal Bonds | $227,048,916 | 11.4% |
| Other | $163,315,887 | 8.2% |
| U.S. Government/Agency | $400,323,089 | 20.1% |
| Corporate - Investment Grade | $161,324,230 | 8.1% |
| Total | $1,991,657,159 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST NORTH | VITAL ELEMENT | J3ICBKEP1 | AUWRM | 3.69% | $115,262,151 |
| ALPHA VITAL INSIGHT | BRIDGE BEACON | I74PYIJFD | XQEYW | 4.53% | $38,595,975 |
| INSIGHT ALPHA EMBER | VERTEX EMBER | PBMVPW52Q | UDLO | 3.02% | $41,010,834 |
| ALPHA PRIME FRONTIER | FRONTIER QUANTUM | AAPQFMKH9 | EMH | 0.61% | $27,659,333 |
| PEAK PRIME | BEACON NORTH | 8SYE2B1HC | SEOZ | 11.13% | $119,183,307 |
| ALPHA ATLAS | HARBOR GLACIER | UOULRI720 | QNIP | 3.19% | $100,898,921 |
| TIMBER BEACON | EMBER PATHWAY | GSDTGA2MH | SGNBW | 8.99% | $39,847,280 |
| VECTOR FOUNDATION | PATHWAY VITAL | HLB426OS0 | HVYSA | 11.41% | $113,413,845 |