Evergreen Wealth
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
FINTRXOverview
Evergreen Wealth is an independent, privately owned registered investment adviser that describes itself as a capital allocator for both individuals/families and institutional clients. The firm is SEC-registered (registration effective 2015) and offers a mix of financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, plus selection of third‑party advisers. It also operates an insurance brokerage and bills clients via percentage-of-AUM, hourly and fixed-fee arrangements. Evergreen Wealth does not present itself as an ESG-focused investor and is not organized as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Ryan Davlin
Wealth AdvisorCRD 5442481
Erin Crumly
Wealth AdvisorCRD 5573170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$619M in ETFs
73%
$451M
25%
$168M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA) | BlackRock | Passive | Foreign Large Blend | $31.5M | 678,254 | 5.08% |
Location
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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