DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EVERPAR ADVISORS LLC

CRD 326468

TULSA, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f4bf435c-814a-8085-ccf5-5b6b42f3bf0c

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 9
On other graphs: 0
Observed: Jul 26, 2023 to Feb 12, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $588MItem 5.F on the latest filing (2026-02-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $588M
Private client RAUM: $559MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $58.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 937
Individual clients: 110
High net worth clients: 140
Custody, client assets: $85.9M
SEC number: 801-128638
CRD: 326468
Filings on the tape: 15
First filed: Jul 26, 2023
Latest filed: Feb 12, 2026
Organised: Limited Liability Company, DE
Website: everpar.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID CHARLES ELLIS	n/a	TULSA, OK	3	24	1	no
TIMOTHY TERRENCE KOSKI	n/a	TULSA, OK	3	23	4	no
MICHAEL DAVID CHRISTIAN	Chartered Financial Analyst	TULSA, OK	3	13	1	no
COURTNEY LYNN HOFFMAN	Certified Financial Planner	TULSA, OK	3	22	1	no
CRAIG ROBERT SILBERG	n/a	TULSA, OK	3	24	5	no
BRIDGETTE G HODGE	n/a	TULSA, OK	2	14	1	no
KERRI JOANN MUSGROVE	n/a	TULSA, OK	2	12	2	no
Hunter Gage Breedlove	n/a	TULSA, OK	1	11	n/a	no
Kenneth C. Petrashek	Certified Financial Planner	TULSA, OK	1	14	6	no
MICHAEL THOMAS FLANAGAN	n/a	TULSA, OK	0	24	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHRISTIAN, MICHAEL, DAVID	MANAGING PARTNER	C	yes	09/2023	Aug 29, 2023	Mar 4, 2024
ELLIS, DAVID, C	MANAGING PARTNER	A	yes	09/2023	Aug 29, 2023	Mar 4, 2024
EVERPAR HOLDINGS LLC	HOLDING COMPANY	E	yes	07/2023	Jul 26, 2023	Mar 4, 2024
Hoffman, Courtney, Lynn	MANAGING PARTNER	Na	yes	09/2023	Aug 29, 2023	Mar 4, 2024
KOSKI, TIMOTHY, T	MANAGING PARTNER	C	yes	09/2023	Aug 29, 2023	Mar 4, 2024
SILBERG, CRAIG, ROBERT	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	yes	09/2023	Aug 29, 2023	Mar 4, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 12, 2026	$588M	$588M	9	9	n/a	n/a
2024	Feb 27, 2025	$489M	$489M	8	8	n/a	n/a
2023	Feb 1, 2024	$406M	$406M	8	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$588M	$489M	20.3%	n/a	n/a	9	8	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MORGAN STANLEY	3	Sep 22, 2023	Sep 5, 2023	TULSA, OK	Team lift out	Wirehouse to new firm	0.0%
UBS FINANCIAL SERVICES INC.	2	Sep 12, 2023	Feb 5, 2024	TULSA, OK	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (10)

← MICHAEL THOMAS FLANAGANAdvisorregistration: current employment
Jun 22, 2026 to presentfactForm ADV
← Kenneth C. PetrashekAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
← Hunter Gage BreedloveAdvisorregistration: current employment
Feb 3, 2025 to presentfactForm ADV
← BRIDGETTE G HODGEAdvisorregistration: current employment
Feb 5, 2024 to presentfactForm ADV
← KERRI JOANN MUSGROVEAdvisorregistration: current employment
Feb 5, 2024 to presentfactForm ADV
← CRAIG ROBERT SILBERGAdvisorregistration: current employment
Sep 5, 2023 to presentfactForm ADV
← COURTNEY LYNN HOFFMANAdvisorregistration: current employment
Sep 4, 2023 to presentfactForm ADV
← DAVID CHARLES ELLISAdvisorregistration: current employment
Sep 1, 2023 to presentfactForm ADV
← TIMOTHY TERRENCE KOSKIAdvisorregistration: current employment
Sep 1, 2023 to presentfactForm ADV
← MICHAEL DAVID CHRISTIANAdvisorregistration: current employment
Sep 1, 2023 to presentfactForm ADV

Controls (6)

← SILBERG, CRAIG, ROBERTOwnerMANAGING PARTNER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Aug 29, 2023 to Mar 4, 2024factForm ADV
← ELLIS, DAVID, COwnerMANAGING PARTNER, ownership code A, individual
Aug 29, 2023 to Mar 4, 2024factForm ADV
← KOSKI, TIMOTHY, TOwnerMANAGING PARTNER, ownership code C, individual
Aug 29, 2023 to Mar 4, 2024factForm ADV
← CHRISTIAN, MICHAEL, DAVIDOwnerMANAGING PARTNER, ownership code C, individual
Aug 29, 2023 to Mar 4, 2024factForm ADV
← Hoffman, Courtney, LynnOwnerMANAGING PARTNER, ownership code NA, individual
Aug 29, 2023 to Mar 4, 2024factForm ADV
← EVERPAR HOLDINGS LLCOwnerHOLDING COMPANY, ownership code E, domestic entity
Jul 26, 2023 to Mar 4, 2024factForm ADV

Moved with (2)

← UBS FINANCIAL SERVICES INC.Registered adviser2 advisors, team lift out, same day
Sep 12, 2023 to Feb 5, 2024factForm ADV
← MORGAN STANLEYRegistered adviser3 advisors, team lift out
Sep 22, 2023 to Sep 5, 2023factForm ADV

Dated events

Occurred
Sep 22, 2023
Team lift-out
3 advisors left Morgan Stanley (Tulsa, OK) for Everpar Advisors LLC within 7 days
Form ADVobserved 4 days ago
3 advisors
Occurred
Sep 12, 2023
Team lift-out
2 advisors left UBS Financial Services Inc. (Tulsa, OK) for Everpar Advisors LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 1, 2023
Control person left
Harrison Taelim Yaste (Chief Compliance Officer) no longer on Schedule A of Everpar Advisors Llc (listed 2023-08-30, absent 2023-09-01)
Form ADVobserved 4 days ago
Occurred
Aug 29, 2023
Control person joined
T Timothy Koski (Managing Partner) appeared on Schedule A of Everpar Advisors Llc
Form ADVobserved 4 days ago
Occurred
Aug 29, 2023
Control person joined
David Michael Christian (Managing Partner) appeared on Schedule A of Everpar Advisors Llc
Form ADVobserved 4 days ago
Occurred
Aug 29, 2023
Control person joined
Robert Craig Silberg (Managing Partner) appeared on Schedule A of Everpar Advisors Llc
Form ADVobserved 4 days ago
Occurred
Aug 29, 2023
Control person joined
C David Ellis (Managing Partner) appeared on Schedule A of Everpar Advisors Llc
Form ADVobserved 4 days ago
Occurred
Aug 29, 2023
Control person joined
Lynn Courtney Hoffman (Managing Partner) appeared on Schedule A of Everpar Advisors Llc
Form ADVobserved 4 days ago
Occurred
Jul 26, 2023
First Form ADV filing
Everpar Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4bf435c-814a-8085-ccf5-5b6b42f3bf0c
First observed: Jul 26, 2023
Last observed: Feb 12, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EVERPAR ADVISORS LLC

CRD 326468

TULSA, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f4bf435c-814a-8085-ccf5-5b6b42f3bf0c

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID CHARLES ELLIS

n/a

TULSA, OK

TIMOTHY TERRENCE KOSKI

n/a

TULSA, OK

MICHAEL DAVID CHRISTIAN

Chartered Financial Analyst

TULSA, OK

COURTNEY LYNN HOFFMAN

Certified Financial Planner

TULSA, OK

CRAIG ROBERT SILBERG

n/a

TULSA, OK

BRIDGETTE G HODGE

n/a

TULSA, OK

KERRI JOANN MUSGROVE

n/a

TULSA, OK

Hunter Gage Breedlove

n/a

TULSA, OK

n/a

Kenneth C. Petrashek

Certified Financial Planner

TULSA, OK

MICHAEL THOMAS FLANAGAN

n/a

TULSA, OK

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHRISTIAN, MICHAEL, DAVID

MANAGING PARTNER

yes

09/2023

Aug 29, 2023

Mar 4, 2024

ELLIS, DAVID, C

MANAGING PARTNER

yes

09/2023

Aug 29, 2023

Mar 4, 2024

EVERPAR HOLDINGS LLC

HOLDING COMPANY

yes

07/2023

Jul 26, 2023

Mar 4, 2024

Hoffman, Courtney, Lynn

MANAGING PARTNER

yes

09/2023

Aug 29, 2023

Mar 4, 2024

KOSKI, TIMOTHY, T

MANAGING PARTNER

yes

09/2023

Aug 29, 2023

Mar 4, 2024

SILBERG, CRAIG, ROBERT

MANAGING PARTNER & CHIEF COMPLIANCE OFFICER

yes

09/2023

Aug 29, 2023

Mar 4, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 12, 2026

$588M

n/a

2024

Feb 27, 2025

$489M

n/a

2023

Feb 1, 2024

$406M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$588M

$489M

20.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MORGAN STANLEY

Sep 22, 2023

Sep 5, 2023

TULSA, OK

Team lift out

Wirehouse to new firm

0.0%

UBS FINANCIAL SERVICES INC.

Sep 12, 2023

Feb 5, 2024

TULSA, OK

Team lift out

Wirehouse to new firm

0.0%