EVERGREEN ADVISORS, LLC
Firm details
- Headquarters
- CHATTANOOGA, Tennessee
- CRD number
- 149861
- Registered since
- May 1, 2009
- Website
- evergreenadvisorsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI52.71%
- Individuals28.32%
- Pension & Profit Sharing Plans18.71%
- Corporations / Businesses0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Evergreen Advisors, LLC is an independent, SEC-registered investment advisory firm organized as an LLC and in operation since 2009. The firm serves a mix of individual and family clients as well as institutional relationships, and it bills clients through percentage-of-AUM arrangements alongside hourly and fixed fees. Its advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses, with an offering that includes pension consulting services. Evergreen identifies itself as a capital allocator, placing client assets with external managers when appropriate. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1JAYME O'DONNELL
Partner & Chief Compliance OfficerCRD 5208145
Contacts
2 of 2JAMES PLACE
FounderCRD 1209703
MICHAEL O'DONNELL
Senior Wealth ManagerCRD 5208004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$418M in ETFs
100%
$417M
0%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $158M | 6,280,152 | 37.69% |
Location
CHATTANOOGA, TN
HAMILTON
Location
CHATTANOOGA, TN
Headquartered in CHATTANOOGA, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- HAMILTON
- Address
- 1206 Pointe Centre Dr
- Time zone
- CT (UTC-6)
- Office locations
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