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EVERGREEN CAPITAL MANAGEMENT LLC

Advisory

N·BELLEVUE, WA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$7.2B

1-Year AUM Growth

+14.7%

3-Year CAGR

+9.9%

Employees

26

Assets Under Management

Total AUM$7.2B

Discretionary AUM$7.2B

Non-Discretionary AUM$18M

Discretionary %99.8%

Total Clients1,106

Team

Total Employees26

Investment Advisers37

Employee Growth (1Y)+35.3%

Filing History

Total Filings on Record61

First FilingMay 9, 2001

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 61 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EVERGREEN CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.