# Evergreen Investing, LLC

> Evergreen Investing, LLC is a state-registered investment advisory firm, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 150006
- Filed as: EVERGREEN INVESTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150006
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-investing-llc-150006

## Quick answers

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

**Is Evergreen Investing, LLC registered with the SEC or a state?**
Evergreen Investing, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150006.

**How much does Evergreen Investing, LLC manage?**
Evergreen Investing, LLC reports $31,280,375 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Evergreen Investing, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (11); corporations or other businesses not listed above (2).

**Does Evergreen Investing, 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/150006

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $31,280,375
- Discretionary: $31,280,375
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $4,581,022 |
| High net worth individuals | 11 | $25,949,414 |
| 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 | 2 | $725,976 |
| Other | 2 | $23,963 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- 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 Investing, LLC (CRD 150006): Form ADV filing data as of October 2026.