# Evergreen Capital Holdings, LLC

> Evergreen Capital Holdings, LLC is a state-registered investment advisory firm in Newport Beach, CA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 19, 2026.

- CRD: 312345
- Filed as: EVERGREEN CAPITAL HOLDINGS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: April 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312345
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-capital-holdings-llc-newport-beach-ca-312345

## Quick answers

**How is Evergreen Capital Holdings, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Evergreen Capital Holdings, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Evergreen Capital Holdings, LLC located?**
Evergreen Capital Holdings, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Evergreen Capital Holdings, LLC registered with the SEC or a state?**
Evergreen Capital Holdings, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312345.

**How much does Evergreen Capital Holdings, LLC manage?**
Evergreen Capital Holdings, LLC reports $21,362,058 in regulatory assets under management in its Form ADV filing dated April 19, 2026 (100% discretionary).

**What types of clients does Evergreen Capital Holdings, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4); other investment advisers (2).

**Does Evergreen Capital Holdings, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312345

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $21,362,058
- Discretionary: $21,362,058
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 4 | $4,155,577 |
| Other investment advisers | 2 | $17,206,481 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- evergreencap.com
- LinkedIn @evergreen-capital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evergreen Capital Holdings, LLC (CRD 312345): Form ADV filing data as of October 2026.