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 formed in 2015 and privately owned. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management to individuals, families and institutional clients. Its service set includes advisory mandates for individuals, small businesses and institutions, plus manager selection services and insurance brokerage. The firm bills using a combination of percentage-of-AUM, hourly and fixed fees. Evergreen Wealth identifies itself as a non-ESG-active manager and reports relationships with accounting and law firms as professional affiliates.

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

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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

    CEO & Wealth AdvisorCRD 4153601

  • KEVIN CRUMLY

    CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 2447307

Contacts

3 of 8

  • WARD CANTRALL

    Wealth AdvisorCRD 7015740

  • COLLEEN GOTSIS

    CRD 8128154

  • TIMOTHY NASH

    Wealth AdvisorCRD 4555054

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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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