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Evergreen Advisors, LLC

● SEC registered since 2009CRD 149861SEC# 801-70106Chattanooga, TN
Export (members)
Reg. AUM
$464.9M
Employees
6
Accounts
1,408
Location
Chattanooga, TN

Evergreen Advisors, LLC assets under management

Evergreen Advisors, LLC is an investment advisory firm registered with the SEC based in Chattanooga, TN. The firm has been registered since 2009. It reports $464.9 million in regulatory assets under management and employs 6 people.
www.evergreenadvisors.comView on SEC.gov ↗

Evergreen Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Harral Place ControlManaging Member50-75%2008
Jayme Place O'Donnell ControlMember & Chief Compliance Officer50-75%2008

Frequently asked questions

How much does Evergreen Advisors, LLC manage?

Evergreen Advisors, LLC reports $464.9 million in regulatory assets under management on its Form ADV.

How many employees does Evergreen Advisors, LLC have?

Evergreen Advisors, LLC reports 6 employees.

Where is Evergreen Advisors, LLC located?

Evergreen Advisors, LLC is based in Chattanooga, TN and has been SEC-registered since 2009.

Does Evergreen Advisors, LLC disclose fund performance?

Evergreen Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1206 Pointe Centre Drive, Suite 160, Chattanooga, TN 37421
Phone423-933-1814
Fax423-208-9024
Office hours9:00 a.m. To 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1762294
Discloses disciplinary historyNo

Assets under management

Discretionary$410M
Non-discretionary$54.9M
Total (RAUM)$464.9M