Evergreen Advisors Capital, LLC

Broker-DealerFINRA Member
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 is classified in FINTRX as an investment bank. The firm lists its owner types as both a domestic entity and an individual. In the snapshot data it is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. FINTRX does not include descriptions of the firm’s advisory activities, business lines, client segments, or fee arrangements, and the firm has not supplied additional activity or affiliation details in the dataset.

Assets & Accounts

Location & Offices

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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