Everpar Advisors Llc
- Regulatory AUM
- $588M
- Discretionary
- $588M
- Clients
- 250
- Avg AUM / client
- $2.4M
- Accounts
- 937
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 110 | $33.4M | 5.69% |
| High net worth individuals | 140 | $526M | 89.5% |
| Charitable organizations | Fewer than 5 clients | $24.9M | 4.23% |
| Corporations and other businesses | Fewer than 5 clients | $3.6M | 0.62% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Innovatus Imaging Corporation 401(k) Plan Innovatus Imaging Corporation | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Courtney Lynn Hoffman | Managing Partner | CFP | Sep 2023 (3y) | Less than 5% |
| Craig Robert Silberg | Managing Partner & Chief Compliance Officer | Sep 2023 (3y) | 25% – 50% | |
| David Charles Ellis | Managing Partner | Sep 2023 (3y) | 5% – 10% | |
| Michael David Christian | Managing Partner | CFA | Sep 2023 (3y) | 25% – 50% |
| Timothy Terrence Koski | Managing Partner | Sep 2023 (3y) | 25% – 50% | |
| Bridgette G Hodge | Registered representative | Feb 2024 (3y) | ||
| Kerri Joann Musgrove | Registered representative | Feb 2024 (3y) | ||
| Hunter Gage Breedlove | Registered representative | Feb 2025 (2y) | ||
| Kenneth C. Petrashek | Registered representative | CFP | Jun 2025 (1y) | |
| Michael Thomas Flanagan | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Everpar Holdings Llc | Holding Company | Jul 2023 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Innovatus Imaging Corporation 401(k) Plan | Innovatus Imaging Corporation | 88 | $11.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 918 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $570M (97% of AUM) Feb 2026
- National Financial Services (Fidelity) $406M (100% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗