Evergreen Advisors Capital, LLC
Firm details
- Headquarters
- Columbia, Maryland
- CRD number
- 165072
- Registered since
- March 31, 2015
- Website
- evergreenadvisorsllc.com
Firm profile
FINTRXOverview
Evergreen Advisors Capital, LLC is organized as a limited liability company and was registered with the SEC in 2015. FINTRX classifies the firm as an investment bank and lists its ownership as a mix of a domestic entity and an individual. The firm is not flagged as a capital allocator and is not identified as an active ESG investor. The dataset does not provide detail on the firm’s client segments, fee schedules, or the specific advisory or business activities it conducts. FINTRX also records that Evergreen Advisors Capital, LLC is not a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9
Justin Horsman
DirectorCRD 5764124
Stephen Prichett
Managing DirectorCRD 4048479
Richard Kohr
Founding MemberCRD 3079942
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Columbia, MD
Howard
Location
Columbia, MD
Headquartered in Columbia, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Howard
- Address
- 10440 Little Patuxent Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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