← Directory
EVERGREEN ADVISORS, LLC
CRD 149861File 801-70106
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$522.8M
Above cohort median (national)
Discretionary AUM
$456.3M
Non-discretionary $66.5M
Clients
494
1,440 accounts
Employees
6
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 1, 2009
- Principal office
- 1206 POINTE CENTRE DRIVE, SUITE 160, CHATTANOOGA, TN, 37421
- Phone
- 423-933-1814
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $522.8M
- Discretionary AUM
- $456.3M
- Non-discretionary AUM
- $66.5M
- Discretionary accounts
- 1,434
- Non-discretionary accounts
- 6
- Total accounts
- 1,440
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.4M |
| High net worth individuals | 130 | $275.6M |
| Pension and profit sharing plans | 7 | $97.8M |
| Individuals (other than high net worth individuals) | 357 | $148.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF PLAN ASSETS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.