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| Evergreen Advisors LLC
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|---|---|
| CRD # | 149861 |
| SEC # | 801-70106 |
| CIK # | 0001762294 |
| AUM | 522.8 M (2026-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 423-933-1814 |
| Address | 1206 Pointe Centre Drive Chattanooga, TN 37421 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.1 | ||
| Broadcom Inc | 0.5 | ||
| CornerStone Bancshares Inc | 0.5 | ||
| Nvidia Corp | 0.3 | ||
| Lowes Companies Inc | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Home Depot Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Wal Mart Stores Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 357 | 148.1 |
| (b) Individuals (high net worth individuals) | 130 | 275.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 97.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,440 | 522.8 |
| By Discretionary | ||
| Discretionary | 1,434 | 456.3 |
| Non-Discretionary | 6 | 66.5 |
| Total | 1,440 | 522.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 522.8 | |
| Total | 1,440 | 522.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001762294] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mowery & Schoenfeld Wealth Management LLC
✚
|
IL | 524.4 M |
|
Denver PWM LLC
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CO | 524.4 M |
|
Pathway Financial Advisers LLC
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IN | 524.2 M |
|
Conifer Investments Ltd
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CT | 524.0 M |
|
DLK Investment Management
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CA | 524.0 M |
|
Convergence Investment Partners LLC
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FL | 523.6 M |
|
Financial Gravity Asset Management Inc
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|
TX | 523.4 M |
|
Churchill Financial Advisors LLC
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|
KY | 522.9 M |
|
Delta Wealth Management
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|
522.5 M | |
|
Andrew Garrett Inc
✚
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NY | 521.3 M |