Evergreen Capital Management LLC

RIASEC RegisteredEst. 1983

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 registered investment adviser organized as an LLC and operating since the early 1980s. The firm positions itself as a capital allocator serving individual and family clients alongside institutional investors. Its advisory scope includes financial planning, discretionary portfolio management for individuals and pooled vehicles, selection of third‑party advisers, and investor education through publications and seminars. Evergreen also sponsors and acts as general partner or managing member for pooled investment vehicles, and it maintains relationships with trust companies and accounting professionals as part of its service network. Evergreen charges a mix of fee structures — percentage of assets under management, fixed fees, performance‑based fees, and other arrangements depending on the engagement. The firm does not describe itself as an active ESG investor. It has been recognized in industry rankings, appearing on the Financial Times Top 300 RIAs (2020) and on Barron’s and CNBC lists in 2025.