SUCCESSFUL PORTFOLIOS LLC
  • SUCCESSFUL PORTFOLIOS LLC
  • BARRETT EVANS ADVISORS LLC

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 01/02/2015
Other registrations (1)
ADV Location CLEARWATER, FL, United States
Contact Info 727 xxxxxxx
Websites
AUM* 281,529,332 17%
of that, discretionary 259,068,216 20%
Number of Employees 3 50%
of those in investment advisory functions 3 50%
Private Fund GAV* 8,280,966
Avg Account Size 482,071 6%
% High Net Worth 4.48% -24%
SMA’s Yes
Private Funds 3

Adviser Type

- Large advisory firm

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

Reported AUM

259M 222M 185M 148M 111M 74M 37M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date09/22/2025 Form ADV-E View Report
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date01/02/2025 Form ADV-E View Report
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date10/30/2023 Form ADV-E View Report

Private Funds Structure

Count GAV
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Brochure Summary