Everglade Capital, LLC

Everglade Capital is a registered investment adviser that provides discretionary and non-discretionary portfolio management and related consulting to high-net-worth individuals, families, trusts, foundations, charitable organizations, and business entities. The firm also offers a range of planning services — including estate, succession, tax coordination, and family governance — and may recommend third‑party alternative investments when appropriate.

Everglade operates on a fee-only basis and documents both asset-based or fixed advisory arrangements as well as stand‑alone financial planning billed on an hourly basis, a mix of billing approaches that its disclosure notes as less common among firms without active registered advisors. Portfolios for individual clients are constructed with diversified allocations that can include individual equities and fixed‑income securities, ETFs, separately managed accounts, and, where eligible, privately offered alternative investments; clients retain authority to approve private investment subscriptions.

Notable distinctions in the brochure include the firm’s reported lack of regulatory assets under management and the absence of proprietary private funds or preexisting affiliations with private fund managers, while still maintaining the ability to introduce and monitor alternative investments for eligible clients. Everglade emphasizes written agreements for extraordinary planning engagements, documents its code of ethics and personal trading oversight, and discloses use of soft‑dollar research and custodian selection practices.