Evergreen Advisors Capital, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Columbia, Maryland
CRD number
165072
Registered since
March 31, 2015

Firm profile

FINTRX

Overview

Evergreen Advisors Capital, LLC is organized as a limited liability company and is recorded as SEC-registered since 2015. FINTRX classifies the firm as an investment bank and identifies its ownership as a combination of a domestic entity and an individual. The database indicates the firm is neither a multi-state adviser nor a related adviser, and it does not act as a pension consultant. Publicly available FINTRX fields for this entity contain limited detail on client segments, fee schedules, or day-to-day advisory services. The snapshot also notes Evergreen Advisors Capital is not listed as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Alexander Baltovski

    FinOpCRD 2350828

  • Richard Kohr

    Richard Kohr

    Founding MemberCRD 3079942

  • Stephen Prichett

    Stephen Prichett

    Managing DirectorCRD 4048479

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth