RIA Intel›Advisers›Arizona›EVERGREEN INVESTMENT MANAGEMENT, LLC

EVERGREEN INVESTMENT MANAGEMENT, LLC

Advisory

AZ

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$371K

across 35 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CO

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

35 clients

7 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

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

SEVENSUEDE INVESTMENT ADVISOR LLC

$13M

IMAGINE FINANCIAL SERVICES LLC

$13M

ALPHA FINANCIAL NORDIC LLC

FOUNTAIN HILLS, AZ

$13M

FIRST FINANCIAL STRATEGIES INC

$13M

SABINO INVESTMENT MANAGEMENT, L.L.C.

$13M

GUARDIAN CAPITAL GROUP LLC

$13M

Get the full picture on EVERGREEN INVESTMENT MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EVERGREEN INVESTMENT MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans