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EVERGREEN CAPITAL MANAGEMENT LLC
CRD 104931 · SEC 801-20248
1412 112TH AVE NE, SUITE 100, BELLEVUE, WA, 98004, United States
Phone
425-467-4600
Fax
425-467-4606
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.19B
Discretionary AUM
$7.17B
Team
37 total employees; 26 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Performance-based fees; NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersPublication of periodicalsEducational seminarsUNSOLICITED INVESTMENT ADVICE ON AN AD HOC BASIS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 367 | $322.4M |
| High net worth individuals | 754 | $6.23B |
| Pooled investment vehicles | 8 | $234.8M |
| Pension/profit sharing plans | 2 | $34.2M |
| Corporations/business entities | 26 | $358.9M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, KS, KY, MD, MA, MI, MN, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD