# Evergreen Capital Management Inc

> Evergreen Capital Management Inc is a state-registered investment advisory firm in Omaha, NE, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 104670
- Filed as: EVERGREEN CAPITAL MANAGEMENT INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/104670
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-capital-management-inc-omaha-ne-104670

## Quick answers

**How is Evergreen Capital Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Evergreen Capital Management Inc 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 Management Inc located?**
Evergreen Capital Management Inc's principal office is in Omaha, NE, according to its Form ADV.

**Is Evergreen Capital Management Inc registered with the SEC or a state?**
Evergreen Capital Management Inc is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 104670.

**How much does Evergreen Capital Management Inc manage?**
Evergreen Capital Management Inc reports $30,200,000 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (58% discretionary).

**What types of clients does Evergreen Capital Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); corporations or other businesses not listed above (3); charitable organizations (1).

**Does Evergreen Capital Management Inc 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/104670

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $30,200,000
- Discretionary: $17,500,000
- Non-discretionary: $12,700,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $11,700,000 |
| Charitable organizations | 1 | $5,800,000 |
| Corporations or other businesses not listed above | 3 | $12,700,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, IA, IL, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evergreen Capital Management Inc (CRD 104670): Form ADV filing data as of October 2026.