CHATTANOOGA, TNCRD 149861Latest ADV March 31, 2026
Evergreen Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chattanooga, TN. Its latest Form ADV filing, dated March 31, 2026, reports $523M in regulatory assets under management, 6 employees, and 1,440 accounts.
Assets Under Management
$523M
Employees
6
Offices
--
Total Clients
494
Primary office
CHATTANOOGA, TN
1206 POINTE CENTRE DRIVE, SUITE 160, CHATTANOOGA, TN, United States
Top client segmentIndividuals represent 72.3% of total clients.
Top client categories% of clientsClients
1
Individuals
72.3%
357
2
HNWI
26.3%
130
3
Pension Plans
1.4%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$523Mas of March 31, 2026
Discretionary87.3%
$456M
87% of total RAUM87.3%
Non-discretionary12.7%
$67M
13% of total RAUM12.7%
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.
Total AUM$523M
Total Accounts1,440
10Y AUM Change+$344M (+192.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee82:1
10Y Employee Change+1 (+20.0%)
* 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.