Evergreen Capital Management LLC

RIASEC Registered

Total AUM

$7.2B

Discretionary

$7.2B

100% of AUM

Avg account

$2.1M

Accounts

3,404

Employees

Advisory reps

Firm details

Headquarters: Bellevue, Washington
CRD number: 104931
Registered since: December 1, 1983
Website: www.evergreengavekal.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI86.77%
Corporations / Businesses4.99%
Individuals4.49%
Pooled Investment Vehicles3.27%
Pension & Profit Sharing Plans0.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Evergreen Capital Management LLC is an independent, privately owned RIA that has been registered with the SEC since 1983. The firm acts as a capital allocator for both individual and family clients and institutional accounts, providing financial planning, portfolio management for individuals and pooled vehicles, selection of other advisers, and client education through publications and seminars. Its advisory fee arrangements are flexible—percentage of AUM, fixed fees, and performance-based fees are all used—and the firm also sponsors and serves as GP or managing member on pooled investment vehicles. Evergreen does not identify as an active ESG investor. The firm has received industry recognition, including placements on Financial Times’ Top 300 RIAs (2020), Barron’s Top 100 RIAs (2025), and CNBC’s Top 100 Financial Advisory Firms (2025).