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 registered investment adviser organized as a corporation and operating since 2015. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator that mixes discretionary portfolio management with financial planning and adviser-selection services. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, and it also operates as an insurance broker. Evergreen Wealth does not identify 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 118

Active vs passive

$597M in ETFs

Passive

76%

$453M

Active

24%

$145M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA)BlackRockPassiveForeign Large Blend$29M618,9844.86%
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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