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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2010
- Office Locations
- 1
Office Locations
About Successful Portfolios LLC
Successful Portfolios is a Clearwater, FL independent, fee-only RIA serving private investors with in-house portfolio management and planning. The team builds tax-efficient separate-account portfolios using transparent stocks, bonds, and ETFs/ETPs—avoiding private placements and agent-sold annuities. Assets are custodied at Charles Schwab or Interactive Brokers, supporting low-cost, transparent implementation backed by institutional-grade research.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HARLEY PARKER EVANS III
Chief Compliance Officer, Chief Executive Officer, Managing Member, President, Wealth Management Advisor
- CRD
- #722995
- Ownership
- 75% or more
JOSEPH CHARLES BAER
CHIEF OPERATING OFFICER, Investment Analyst
- CRD
- #5866418
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Daniel Charles Walsh
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- CRD
- #7456665
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,068,216 | $462,622 |
| Non-Discretionary | $22,461,116 | $935,880 |
| Total | $281,529,332 | $482,071 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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