Evergreen Advisors, LLC
Firm details
- Headquarters
- Chattanooga, Tennessee
- CRD number
- 149861
- Registered since
- May 1, 2009
- Website
- www.evergreenadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI52.71%
- Individuals28.32%
- Pension & Profit Sharing Plans18.71%
- Corporations / Businesses0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Evergreen Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2009. The firm serves both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Evergreen positions itself as a capital allocator—combining model/ETF-driven equity exposure with allocations to external managers and other packaged products. Compensation includes AUM-based fees plus hourly, fixed-fee, and other arrangements. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1
Jayme O'donnell
Partner & Chief Compliance OfficerCRD 5208145
Contacts
2 of 2
James Place
FounderCRD 1209703
Michael O'donnell
Senior Wealth ManagerCRD 5208004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$463M in ETFs
100%
$461M
0%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $182M | 6,300,530 | 39.41% |
Location
Chattanooga, TN
Hamilton
Location
Chattanooga, TN
Headquartered in Chattanooga, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- Hamilton
- Address
- 1206 Pointe Centre Dr
- Time zone
- CT (UTC-6)
- Office locations
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