Evergreen Advisors, LLC
● SEC registered since 2009CRD 149861SEC# 801-70106Chattanooga, TN
Reg. AUM
$522.8M
Employees
6
Accounts
1,440
Location
Chattanooga, TN
Evergreen Advisors, LLC assets under management
Evergreen Advisors, LLC is an investment advisory firm registered with the SEC based in Chattanooga, TN. The firm has been registered since 2009. It reports $522.8 million in regulatory assets under management and employs 6 people.
Evergreen Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Harral Place Control | Managing Member | 25-50% | 2008 |
| Jayme Place O'Donnell Control | Member & Chief Compliance Officer | 50-75% | 2008 |
| Kyle R Bryant Control | Member | 5-10% | 2026 |
Frequently asked questions
How much does Evergreen Advisors, LLC manage?
Evergreen Advisors, LLC reports $522.8 million in regulatory assets under management on its Form ADV.
How many employees does Evergreen Advisors, LLC have?
Evergreen Advisors, LLC reports 6 employees.
Where is Evergreen Advisors, LLC located?
Evergreen Advisors, LLC is based in Chattanooga, TN and has been SEC-registered since 2009.
Does Evergreen Advisors, LLC disclose fund performance?
Evergreen Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1206 Pointe Centre Drive, Suite 160, Chattanooga, TN 37421 |
| Phone | 423-933-1814 |
| Fax | 423-208-9024 |
| Office hours | 9:00 a.m. To 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1762294 |
| Discloses disciplinary history | No |
Regulatory AUM
$522.8M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$522.8Mregulatory AUM
Discretionary $456.3MNon-discretionary $66.5M