Evergreen Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated March 26, 2026, reports $7.2B in regulatory assets under management, 37 employees, 5 offices, and 3,404 accounts.
Assets Under Management
$7.2B
Employees
37
Offices
5 offices
Total Clients
1,158
Primary office
BELLEVUE, WA
1412 112TH AVE NE, SUITE 100, BELLEVUE, WA, United States
Top client segmentHNWI represent 65.1% of total clients.
Top client categories% of clientsClients
1
HNWI
65.1%
754
2
Individuals
31.7%
367
3
Corporations
2.2%
26
4
Pooled Investment Vehicles
0.7%
8
5
Pension Plans
0.2%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.2Bas of March 26, 2026
Discretionary99.8%
$7.2B
100% of total RAUM99.8%
Non-discretionary0.2%
$18M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.2B
Total Accounts3,404
10Y AUM Change+$5.8B (+425.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee31:1
10Y Employee Change+11 (+42.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.