Evergreen Advisors Capital, LLC
Firm details
- Headquarters
- Columbia, Maryland
- CRD number
- 165072
- Registered since
- March 31, 2015
- Website
- evergreenadvisorsllc.com
Firm profile
FINTRXOverview
Evergreen Advisors Capital, LLC is organized as a limited liability company and is recorded as SEC-registered since 2015. FINTRX classifies the firm as an investment bank and identifies its ownership as a combination of a domestic entity and an individual. The database indicates the firm is neither a multi-state adviser nor a related adviser, and it does not act as a pension consultant. Publicly available FINTRX fields for this entity contain limited detail on client segments, fee schedules, or day-to-day advisory services. The snapshot also notes Evergreen Advisors Capital is not listed as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9Alexander Baltovski
FinOpCRD 2350828

Richard Kohr
Founding MemberCRD 3079942

Stephen Prichett
Managing DirectorCRD 4048479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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