# Evergreen Capital Management, Inc.

> Evergreen Capital Management, Inc. is a state-registered investment advisory firm in Sandy, UT, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 13, 2024.

- CRD: 129764
- Filed as: EVERGREEN CAPITAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sandy, UT
- Filing period: October 2026
- Form ADV filing dated: December 13, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129764
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-capital-management-inc-sandy-ut-129764

## 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 Sandy, UT, 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 2016. Status as filed: APPROVED. CRD 129764.

**How much does Evergreen Capital Management, Inc. manage?**
Evergreen Capital Management, Inc. reports $9,000,000 in regulatory assets under management in its Form ADV filing dated December 13, 2024 (100% discretionary).

**What types of clients does Evergreen Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (3).

**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/129764

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,000,000
- Discretionary: $9,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,000,000 |
| High net worth individuals | 11 | $8,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evergreen Capital Management, Inc. (CRD 129764): Form ADV filing data as of October 2026.