SUCCESSFUL PORTFOLIOS LLC

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Adviser Profile
As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 2 -33.33%
of those in investment advisory functions 2 -33.33%
Registration SEC, Approved, 01/02/2015
Other registrations (1)
AUM* 239,887,365 -17.18%
of that, discretionary 215,248,591 -12.53%
Private Fund GAV* 8,280,966
Avg Account Size 453,473 52.95%
% High Net Worth 5.91% 165.17%
SMA’s Yes
Private Funds 3
Contact Info 727 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
246M 211M 176M 141M 105M 70M 35M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count3 GAV$8,280,966

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Brochure Summary

Overview

Successful Portfolios LLC (SP) is an investment advisor firm that provides personalized financial planning and investment management services to individuals, families, and organizations. We create customized portfolios tailored to each client's unique needs, goals, and risk tolerance, using a wide range of readily marketable securities, including stocks, bonds, options, and Exchange-Traded Funds (ETFs). Our approach is rooted in a deep understanding of investor psychology, financial
markets, and the rigorous analysis of investment opportunities. As of March 18, 2024, SP managed approximately $239.9 million in client assets. Discretionary assets accounted for about 90% of total managed assets. SP manages about 529 accounts for 184 households. Parker Evans, CFA, CFP, founded Successful Portfolios in February 2010. He is the President and Chief Compliance Officer, owning 95% of SP shares. Joe Baer, APMA, is the Chief Operating Officer, owning 5% of SP shares.