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EVERGREEN ADVISORS, LLC

CHATTANOOGA, TN · CRD 149861 · IAPD ↗ · evergreenadvisors.com · 423-933-1814

$522.8MRegulatory AUM
3Advisory reps
6Employees
5Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — EVERGREEN ADVISORS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — EVERGREEN ADVISORS, LLC crossed $500M in regulatory AUM ($464.9M -> $522.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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