# Evergreen Advisors, LLC

> Evergreen Advisors, LLC is an SEC-registered investment advisory firm in Chattanooga, TN, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 149861
- Filed as: EVERGREEN ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chattanooga, TN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149861
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-advisors-llc-chattanooga-tn-149861

## Quick answers

**How is Evergreen Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Evergreen Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Evergreen Advisors, LLC located?**
Evergreen Advisors, LLC's principal office is in Chattanooga, TN, according to its Form ADV.

**Is Evergreen Advisors, LLC registered with the SEC or a state?**
Evergreen Advisors, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149861.

**How much does Evergreen Advisors, LLC manage?**
Evergreen Advisors, LLC reports $522,799,366 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (87% discretionary).

**How have Evergreen Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Evergreen Advisors, LLC: Regulatory assets under management: $305,862,231 in the October 2021 data and $522,799,366 in the October 2026 data, up 71%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Evergreen Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (357); high net worth individuals (130); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Evergreen Advisors, LLC use?**
Evergreen Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Evergreen Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149861

**What changed in Evergreen Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $464,867,986 to $522,799,366 (+12%). Registered or notice-filed in SC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $522,799,366
- Discretionary: $456,276,123
- Non-discretionary: $66,523,243

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 357 | $148,056,551 |
| High net worth individuals | 130 | $275,582,448 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $97,802,068 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,358,299 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2009 (17 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, NC, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- evergreenadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $305,862,231 | 5 | March 19, 2021 |
| October 2022 | $368,469,659 | 5 | April 12, 2022 |
| October 2023 | $320,706,812 | 5 | March 28, 2023 |
| October 2024 | $397,341,149 | 6 | March 29, 2024 |
| October 2025 | $464,867,986 | 6 | March 31, 2025 |
| October 2026 | $522,799,366 | 6 | March 31, 2026 |

Regulatory assets under management: $305,862,231 in the October 2021 data and $522,799,366 in the October 2026 data, up 71%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $464,867,986 to $522,799,366 (+12%).
- Registered or notice-filed in SC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evergreen Advisors, LLC (CRD 149861): Form ADV filing data as of October 2026.