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EVERGREEN CAPITAL MANAGEMENT LLC
CRD 104931File 801-20248
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.19B
Top 25% of cohort (national)
Discretionary AUM
$7.17B
Non-discretionary $17.7M
Clients
1,157
3,404 accounts
Employees
37
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 1, 1983
- Principal office
- 1412 112TH AVE NE, SUITE 100, BELLEVUE, WA, 98004
- Phone
- 425-467-4600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.19B
- Discretionary AUM
- $7.17B
- Non-discretionary AUM
- $17.7M
- Discretionary accounts
- 3,377
- Non-discretionary accounts
- 27
- Total accounts
- 3,404
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 26 | $358.9M |
| High net worth individuals | 754 | $6.23B |
| Pooled investment vehicles | 8 | $234.8M |
| Pension and profit sharing plans | Fewer than 5 | $34.2M |
| Individuals (other than high net worth individuals) | 367 | $322.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.