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 is registered with the SEC (registration year 2015). FINTRX classifies the firm as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator, nor does it report activity as an ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Details about Evergreen Advisors Capital’s advisory services, fee schedule, specific business activities, client types, and affiliations were not provided in the source data.

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
  • Justin Horsman

    Justin Horsman

    DirectorCRD 5764124

  • Stephen Prichett

    Stephen Prichett

    Managing DirectorCRD 4048479

  • Richard Kohr

    Richard Kohr

    Founding MemberCRD 3079942

Unlock 6 more contacts

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