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EVERGREEN CAPITAL MANAGEMENT LLC

BELLEVUE, WA · CRD 104931 · IAPD ↗ · 425-467-4600

$7.19BRegulatory AUM
26Advisory reps
37Employees
0Clients
More than 500Planning clients
8Private funds
42States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — EVERGREEN CAPITAL MANAGEMENT LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — EVERGREEN CAPITAL MANAGEMENT LLC reported RAUM up 38% ($5.22B -> $7.19B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — EVERGREEN CAPITAL MANAGEMENT LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — EVERGREEN CAPITAL MANAGEMENT LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — EVERGREEN CAPITAL MANAGEMENT LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.