Evergreen Wealth

RIASEC RegisteredEst. 2015
Total AUM
$1.2B
Discretionary
$780M
66% of AUM
Avg account
$698K
Accounts
1,691
Employees
12
Advisory reps
10

Firm details

Headquarters
Springfield, Illinois
CRD number
168998
Registered since
March 24, 2015
Website
www.egwadvisors.com
Custodians
CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI35.45%
  • Pension & Profit Sharing Plans32.83%
  • Individuals15.73%
  • Corporations / Businesses15.67%
  • Charitable Organizations0.32%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Evergreen Wealth is an independent, SEC-registered registered investment adviser that launched in 2015 and is owned by an individual. The firm serves both individual/family and institutional clients and combines traditional advisory work with insurance brokerage. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutional entities, and the selection of external managers. Evergreen acts as a capital allocator — sourcing and allocating capital to third-party managers — and charges clients via a mix of asset-based fees, hourly billing, and fixed fees. The firm is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 46%, Exchange Traded Equities 40%, State & Local Bonds 7%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%46%
  • Public Funds/Mutual Funds46%
  • Exchange Traded Equities40%
  • State & Local Bonds7%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities1%

Owners & executives

2 of 2
  • Scott Norris

    Scott Norris

    CEO & Wealth AdvisorCRD 4153601

  • Kevin Crumly

    Kevin Crumly

    CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 2447307

Contacts

3 of 8
  • Ward Cantrall

    Ward Cantrall

    Wealth AdvisorCRD 7015740

  • Colleen Gotsis

    CRD 8128154

  • Timothy Nash

    Timothy Nash

    Wealth AdvisorCRD 4555054

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 127

Active vs passive

$548M in ETFs

Passive

75%

$412M

Active

25%

$137M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA)BlackRockPassiveForeign Large Blend$26.2M616,6664.78%
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Location

Primary office

Springfield, IL

Sangamon

Location

Springfield, IL

Headquartered in Springfield, IL, anchoring the Springfield-Jacksonville-Lincoln, IL metro in the Midwest.

Metro area
Springfield-Jacksonville-Lincoln, IL
Region
Midwest
County
Sangamon
Address
1200 Ctr W Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth