SUCCESSFUL PORTFOLIOS LLC
CRD #152429 SEC #801-80702 CLEARWATER, FL 727-744-3614
SEC Registered Private Funds
Total AUM
$242.7M
Discretionary
$218.3M
Employees
2
Clients
101
Accounts
565
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | NA | Control |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | NA | Control |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | NA | |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | NA | |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | NA | |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | NA | |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | NA | |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | NA | |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | NA | |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | NA | |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | NA | |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | NA | |
| EVANS, HARLEY, PARKER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, JOHN, PAUL | I | CHAIRMAN | D | Control |
| BARRETT, JOHN, PAUL | I | CHAIRMAN | D | Control |
| BARRETT, JOHN, PAUL | I | CHAIRMAN | D | Control |
| BARRETT, JOHN, PAUL | I | MEMBER, FOUNDER | D | Control |
| BARRETT, JOHN, PAUL | I | CHAIRMAN | D | Control |
| BARRETT, JOHN, PAUL | I | CHAIRMAN & FOUNDER | D | Control |
| BARRETT, JOHN, PAUL | I | MEMBER, FOUNDER | D | Control |
| EVANS, HARLEY, PARKER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | |
| EVANS, HARLEY, PARKER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | |
| EVANS, HARLEY, PARKER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| EVANS, HARLEY, PARKER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | |
| EVANS, HARLEY, PARKER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | |
| EVANS, HARLEY, PARKER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| EVANS, HARLEY, PARKER | I | MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | C | Control |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | C | Control |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | C | Control |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | C | Control |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | C | Control |
| BENNETT, DAVID, LLOYD | I | VICE PRESIDENT | C | Control |
| BAER, JOSEPH, CHARLES | I | ASSISTANT PORTFOLIO MANAGER | A | |
| BAER, JOSEPH, CHARLES | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | A | |
| BAER, JOSEPH, CHARLES | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | A | |
| BAER, JOSEPH, CHARLES | I | ASSISTANT PORTFOLIO MANAGER | A | |
| BAER, JOSEPH, CHARLES | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | A | |
| BAER, JOSEPH, CHARLES | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | A | |
| BAER, JOSEPH, CHARLES | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | A | |
| BAER, JOSEPH, CHARLES | I | MANAGING MEMBER, CHIEF OPERATING OFFICER | A | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | A | |
| BAER, JOSEPH, CHARLES | I | CHIEF OPERATING OFFICER | A |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (1)
FL
Address
611 DRUID ROAD EASTSUITE 407
CLEARWATER, FL 33756
United States
Phone: 727-744-3614