# Evergreen Capital Management

> Evergreen Capital Management is an exempt reporting adviser in Newport Beach, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 337980
- Filed as: EVERGREEN CAPITAL MANAGEMENT
- Legal name: Evergreen Capital Management LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337980
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-capital-management-newport-beach-ca-337980

## Quick answers

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

**How does Evergreen Capital Management report to regulators?**
Evergreen Capital Management is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 337980.

**Does Evergreen Capital Management 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/337980

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- 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 Management (CRD 337980): Form ADV filing data as of October 2026.