Evergreen Advisors Capital, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Columbia, Maryland
CRD number
165072
Registered since
March 31, 2015

Firm profile

FINTRX

Overview

Evergreen Advisors Capital, LLC is organized as a limited liability company and has been SEC-registered since 2015. FINTRX classifies the entity as an investment bank and lists ownership as a combination of a domestic entity and an individual. The profile indicates the firm is not set up as a capital allocator and is not identified as an active ESG investor. It is not registered as a multistate adviser and is not shown as a related adviser or pension consultant. The firm has not provided descriptive detail to FINTRX about its business lines, advisory services, client segments, or fee schedules. That absence of disclosure limits the ability to characterize its client-facing activities, target markets, or service model from the available data.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Alexander Baltovski

    FinOpCRD 2350828

  • Richard Kohr

    Richard Kohr

    Founding MemberCRD 3079942

  • Stephen Prichett

    Stephen Prichett

    Managing DirectorCRD 4048479

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Columbia, MD

Howard

Location

Columbia, MD

Headquartered in Columbia, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Howard
Address
10440 Little Patuxent Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth