RIA Intel›Advisers›California›EVERGREEN CAPITAL HOLDINGS, LLC

EVERGREEN CAPITAL HOLDINGS, LLC

Advisory

NEWPORT BEACH, CA

Data as of Apr 19, 2026 · Source: SEC Form ADV

Rank in CA

#4,235

of 5,480 advisers by AUM

Average account

$4M

across 6 accounts

Source: SEC Form ADV. Figures as filed Apr 19, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees2

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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