EVERGREEN CAPITAL MANAGEMENT LLC

BELLEVUE, Washington·12 registered advisors·CRD# 104931
SEC# 801-202485425-467-4600
01

Firm Overview

AUM
$4.6B
Regulatory assets under management
Employees
36
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at EVERGREEN CAPITAL MANAGEMENT LLC

12 registered advisors
David Mills Hay
BELLEVUE, Washington
Jeffrey B Dicks
BELLEVUE, Washington
Jeffrey Earl Otis
BELLEVUE, Washington
Jeffrey Michael Eulberg
BELLEVUE, Washington
Jeffrey Warren Razore
BELLEVUE, Washington
Kelly Lusk Creel
BELLEVUE, Washington
Larry Pinkley Morris
BELLEVUE, Washington
Michael Jay Wiesmann
BELLEVUE, Washington
Olesya S Sinitsa
BELLEVUE, Washington
Stephen Jerome Dunn
BELLEVUE, Washington
Tyler Bradley Hay
BELLEVUE, Washington
William Wyatt Hay
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
12 advisors

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Data sourced from SEC Form ADV filings. EVERGREEN CAPITAL MANAGEMENT LLC (CRD# 104931) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.