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 has been SEC-registered since 2015. FINTRX classifies the entity as an investment bank and lists ownership as a combination of a domestic entity and an individual. The profile indicates the firm is not set up as a capital allocator and is not identified as an active ESG investor. It is not registered as a multistate adviser and is not shown as a related adviser or pension consultant. The firm has not provided descriptive detail to FINTRX about its business lines, advisory services, client segments, or fee schedules. That absence of disclosure limits the ability to characterize its client-facing activities, target markets, or service model from the available data.
Assets & Accounts
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 9Alexander Baltovski
FinOpCRD 2350828

Richard Kohr
Founding MemberCRD 3079942

Stephen Prichett
Managing DirectorCRD 4048479
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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