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EVERGREEN ADVISORS, LLC
CRD 149861 · SEC 801-70106
1206 POINTE CENTRE DRIVE, SUITE 160, CHATTANOOGA, TN, 37421, United States
Phone
423-933-1814
Fax
423-208-9024
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$522.8M
Discretionary AUM
$456.3M
Team
6 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingGENERAL INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 357 | $148.1M |
| High net worth individuals | 130 | $275.6M |
| Pension/profit sharing plans | 7 | $97.8M |
States served
AL, GA, LA, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD