Investment adviser · CRD 152429
SUCCESSFUL PORTFOLIOS LLC
Investment adviser filing (IA)
CLEARWATER, FL, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $282M Form ADV · Item 5.F
- Client accounts
- 584 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 194 | $166,504,490 | 59.1% |
| High-net-worth individuals | 10 | $108,832,883 | 38.7% |
| Pooled investment vehicles | 2 | $3,659,420 | 1.3% |
| Retirement plans | Fewer than 5 | $2,449,588 | 0.9% |
| Charities | Fewer than 5 | $82,951 | 0.0% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2085398 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
EVANS COOK LLCOther Private Fund · Last reported Mar 27, 2026$4.92MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
INTERACTIVE BROKERS LLC
SEC 8-47257
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-4833192659
- Reported beneficial owners
- 6
- Minimum commitment
- $10K
Form ADV 2085398 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BARRETT EVANS CAPITAL 1Other Private Fund · Last reported Mar 27, 2026$2.94MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
INTERACTIVE BROKERS LLC
SEC 8-47257
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-2295121383
- Reported beneficial owners
- 4
- Minimum commitment
- $10K
Form ADV 2085398 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BARRETT EVANS CAPITAL 2Other Private Fund · Last reported Mar 27, 2026$425KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
INTERACTIVE BROKERS LLC
SEC 8-47257
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-5349659515
- Reported beneficial owners
- 3
- Minimum commitment
- $10K
Form ADV 2085398 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
611 DRUID ROAD EAST, SUITE 407CLEARWATER, FL, 33756, United States
CRD 152429
Filing source
Form ADV 2085398 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.