EVERGREEN WEALTH

Legal name: CRUMLY AND ASSOCIATES, INCORPORATED

CRD 168998File 801-81175

APPROVED

Retail clients

Custody

Filing as of Jun 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.18B

Above cohort median (national)

Discretionary AUM

$779.9M

Non-discretionary $399.7M

Clients

679

1,691 accounts

Employees

Above cohort median in IL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Mar 24, 2015
Principal office: 1200 CENTRE WEST DRIVE, SPRINGFIELD, IL, 62704
Phone: (217) 321-3210
Website: https://www.facebook.com/egwadvisors

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.18B
Discretionary AUM: $779.9M
Non-discretionary AUM: $399.7M
Discretionary accounts: 1,533
Non-discretionary accounts: 158
Total accounts: 1,691
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	42	$184.8M
Charitable organizations	6	$3.8M
High net worth individuals	139	$418.1M
Pension and profit sharing plans	58	$387.3M
Individuals (other than high net worth individuals)	434	$185.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
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 11

This 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.