Wealth Manager
    SEC Registered
    Manages Private Funds

    Evergreen Capital Management LLC

    Registered investment advisor · Bellevue, Washington · CRD #104931

    Assets Under Management
    $7.2B
    Client Accounts
    3,404
    Employees
    37
    CRD Number
    104931
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Evergreen Capital Management LLC

    Evergreen Capital Management LLC is a SEC-registered investment advisory firm headquartered in Bellevue, Washington, managing approximately $7.2B in regulatory assets across 3,404 client accounts. The firm's full regulatory record is filed with the SEC under CRD #104931.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Evergreen Capital Management LLC's AUM?

    Evergreen Capital Management LLC reports approximately $7.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Evergreen Capital Management LLC headquartered?

    Evergreen Capital Management LLC is headquartered in Bellevue, Washington.

    What is Evergreen Capital Management LLC's CRD number?

    Evergreen Capital Management LLC's CRD number is 104931. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Evergreen Capital Management LLC manage?

    Evergreen Capital Management LLC manages approximately 3,404 client accounts according to its latest SEC filing.

    Is Evergreen Capital Management LLC SEC registered?

    Yes, Evergreen Capital Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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