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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Evergreen Advisors LLC
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| CRD # | 149861 |
| SEC # | 801-70106 |
| CIK # | 0001762294 |
| AUM | $464.9 M (2025-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 423-933-1814 |
| Address | 1206 Pointe Centre Drive Chattanooga, TN 37421 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.7 | ||
| CornerStone Bancshares Inc | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Lowes Companies Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 380 | 156.6 |
| (b) Individuals (high net worth individuals) | 107 | 220.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 86.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,408 | 464.9 |
| By Discretionary | ||
| Discretionary | 1,402 | 410.0 |
| Non-Discretionary | 6 | 54.9 |
| Total | 1,408 | 464.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 464.9 | |
| Total | 1,408 | 464.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001762294] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kercheville Advisors LLC
✚
|
TX | 0.5 |
|
Sanchez Wealth Management Group LLC
✚
|
FL | 0.5 |
|
Gray Private Wealth LLC
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|
MA | 0.5 |
|
Monument Capital Management LLC
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|
VA | 0.5 |
|
William Joseph Capital Management Inc
✚
|
CT | 0.5 |
|
Portfolio Advisory Council LLC
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|
TX | 0.5 |
|
Prosperity Planning Inc
✚
|
MO | 0.5 |
|
Oakstreet Wealth Management Inc
✚
|
TX | 0.5 |
|
Convergence Investment Partners LLC
✚
|
FL | 0.5 |
|
Fiduciary Advisors LLC
✚
|
UT | 0.5 |