Evergreen Advisors, LLC
Evergreen Advisors, LLC is an SEC-registered wealth manager in Chattanooga, TN with $522.8M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Evergreen Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149861, SEC 801-70106, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $522.8M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Chattanooga, TN
- Employees
- 6
- Clients
- 494
- CRD
- 149861
- Ownership
- PLACE, JAMES, HARRAL; O'DONNELL, MICHAEL, PATRICK; PLACE, JAYME, LADEAN; O'DONNELL, JAYME, PLACE; BRYANT, KYLE R
How much AUM does Evergreen Advisors, LLC have?
Evergreen Advisors, LLC reported $522.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Evergreen Advisors, LLC?
Disclosed owners and executives of Evergreen Advisors, LLC include PLACE, JAMES, HARRAL, O'DONNELL, MICHAEL, PATRICK, PLACE, JAYME, LADEAN, O'DONNELL, JAYME, PLACE, BRYANT, KYLE R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.