RIA Intel›Advisers›Montana›EVERGREEN FINANCIAL GROUP, LLC

EVERGREEN FINANCIAL GROUP, LLC

Advisory

MT

Data as of Feb 6, 2026 · Source: SEC Form ADV

Average account
$183K
across 161 accounts
AUM per adviser
$10M
3 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
41
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients41
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMT, UT, WY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MT

Closest by assets under management. All figures from Form ADV.

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-16.1% 1Y
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$30M
PLATLER CAPITAL MANAGEMENT LLC
$28M
SPRINGBROOK FINANCIAL, LLC
$27M
BLACKMORE GROUP, LLC
BOZEMAN, MT
$26M
JON C. GOODMAN RIA, LLC
BOZEMAN, MT
$34M

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