# SUCCESSFUL PORTFOLIOS LLC

SUCCESSFUL PORTFOLIOS LLC of CLEARWATER, FL is an SEC-registered investment adviser.

## Registration

- CRD: 152429
- Type: SEC-registered investment adviser
- SEC file number: 801-80702
- Location: 611 DRUID ROAD EAST, SUITE 407, CLEARWATER, FL, 33756
- Phone: 727-744-3614
- Latest filing: 2026-03-27
- Regulatory AUM: $281.5M
- Discretionary AUM: $259.1M
- Non-discretionary AUM: $22.5M
- Clients: 3
- Accounts: 584

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Evans Parker | MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | Essex, MO |
| Harley Parker Evans | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Joseph Charles Baer | CHIEF OPERATING OFFICER | — |
| BARRETT JOHN PAUL | CHAIRMAN; CHAIRMAN & FOUNDER; MEMBER, FOUNDER | — |
| BAER KEVIN CHARLES | ASSISTANT PORTFOLIO MANAGER; CHIEF OPERATING OFFICER; MANAGING MEMBER, CHIEF OPERATING OFFICER | — |
| BENNETT DAVID LLOYD | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152429/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152429/similar
- Related entities: https://search.stillhousedata.com/firm/152429/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152429

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.