EVERGREEN CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 1983

Total AUM

$7.2B

Discretionary

$7.2B

100% of AUM

Avg account

$2.1M

Accounts

3,404

Employees

Advisory reps

Firm details

Headquarters: BELLEVUE, Washington
CRD number: 104931
Registered since: December 1, 1983
Website: www.evergreengavekal.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI86.77%
Corporations / Businesses4.99%
Individuals4.49%
Pooled Investment Vehicles3.27%
Pension & Profit Sharing Plans0.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Evergreen Capital Management LLC is an independent registered investment adviser formed in 1983 that serves both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and pooled vehicles, selection of sub-advisers, and publishes periodic commentary and educational programming. Evergreen functions as a capital allocator and acts as a managing member or sponsor for pooled investment vehicles it advises. Fee arrangements include asset-based fees, fixed fees, and performance-based fees. The firm has been recognized in industry-wide rankings: it appeared among the Financial Times’ Top 300 RIA Firms (2020) and was listed in Barron’s and CNBC Top 100 advisory firm lists in 2025. Evergreen is not positioned as an active ESG investor and does not describe itself as a multistate adviser or pension consultant in the available disclosures.