EVERGREEN MANAGEMENT, LLC
CRD #114631 SEC #801-64207 CHATTANOOGA, TN 423-826-1670
SEC Registered
Total AUM
$146.5M
Discretionary
$139.5M
Employees
10
Clients
251
Accounts
1,507
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HENDERSON, CARL, WYNN | I | SOLICITOR | NA | |
| HENDERSON, CARL, WYNN | I | SOLICITOR | NA | |
| MCKAY, JEFFREY, S | I | FIRM ADMINISTRATOR | NA | Control |
| MCKAY, JEFFREY, S | I | FIRM ADMINISTRATOR | NA | Control |
| WILMOTH, GEORGE, HOWARD | I | PARTNER | NA | |
| WILMOTH, GEORGE, HOWARD | I | PARTNER | NA | |
| THE CPA GROUP, LLC | DE | OWNER | D | Control |
| THE CPA GROUP, LLC | DE | OWNER | D | Control |
| THE CPA GROUP, LLC | DE | OWNER | D | Control |
| THE CPA GROUP, LLC | DE | OWNER | D | Control |
| GERACI, SALVATORE | I | MANAGING MEMBER | C | Control |
| GERACI, SALVATORE | I | MANAGING MEMBER | C | Control |
| GERACI, SALVATORE | I | MANAGING MEMBER | C | Control |
| GERACI, SALVATORE | I | MANAGING MEMBER | C | Control |
| HUTCHERSON, JAMES, D. | I | PARTNER | C | Control |
| HUTCHERSON, JAMES, D. | I | PARTNER | C | Control |
| MOFFAT, LADELL, M. | I | PARTNER | C | Control |
| MOFFAT, LADELL, M. | I | PARTNER | C | Control |
| PLACE, JAMES, HARRAL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PLACE, JAMES, HARRAL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PLACE, JAMES, HARRAL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PLACE, JAMES, HARRAL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LOGAN, CHESTER, W. | I | PARTNER | B | Control |
| LOGAN, CHESTER, W. | I | PARTNER | B | Control |
| ROOKS, LARRY, CLAY | I | CHIEF COMPLIANCE OFFICER | B | Control |
| ROOKS, LARRY, CLAY | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, KYLE, C | I | PARTNER | A | |
| CHRISTENSEN, KYLE, C | I | PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHRISTENSEN, KYLE, C | I | THE CPA GROUP, LLC | F | |
| CHRISTENSEN, KYLE, C | I | THE CPA GROUP, LLC | F | |
| CHRISTENSEN, KYLE, C | I | THE CPA GROUP, LLC | F | |
| CHRISTENSEN, KYLE, C | I | THE CPA GROUP, LLC | F | |
| HORTON, TRAVIS, M. | I | THE CPA GROUP, LLC | F | |
| HORTON, TRAVIS, M. | I | THE CPA GROUP, LLC | F | |
| HORTON, TRAVIS, M. | I | THE CPA GROUP, LLC | F | |
| LOGAN, CHESTER, W. | I | THE CPA GROUP, LLC | F | Control |
| LOGAN, CHESTER, W. | I | THE CPA GROUP, LLC | F | Control |
| LOGAN, CHESTER, W. | I | THE CPA GROUP, LLC | F | Control |
| LOGAN, CHESTER, W. | I | THE CPA GROUP, LLC | F | Control |
| MCKAY, JEFFREY, S | I | THE CPA GROUP, LLC | F | |
| MCKAY, JEFFREY, S | I | THE CPA GROUP, LLC | F | |
| MCKAY, JEFFREY, S | I | THE CPA GROUP, LLC | F | |
| MCKAY, JEFFREY, S | I | THE CPA GROUP, LLC | F | Control |
| MOFFAT, LADELL, M. | I | THE CPA GROUP, LLC | F | Control |
| MOFFAT, LADELL, M. | I | THE CPA GROUP, LLC | F | Control |
| WILMOTH, GEORGE, HOWARD | I | THE CPA GROUP, LLC | F | |
| WILMOTH, GEORGE, HOWARD | I | THE CPA GROUP, LLC | F | |
| WILMOTH, GEORGE, HOWARD | I | THE CPA GROUP, LLC | F | |
| HUTCHERSON, JAMES, D. | I | THE CPA GROUP, LLC | C | Control |
| HUTCHERSON, JAMES, D. | I | THE CPA GROUP, LLC | C | Control |
| HUTCHERSON, JAMES, D. | I | THE CPA GROUP, LLC | C | Control |
| HUTCHERSON, JAMES, D. | I | THE CPA GROUP, LLC | C | Control |
| MOFFAT, LADELL, M. | I | THE CPA GROUP, LLC | C | Control |
| MOFFAT, LADELL, M. | I | THE CPA GROUP, LLC | C | Control |
Registrations
Federal
IA
Mar 31, 2009 REGISTERED
Notice Filings (6)
AL FL GA KY NC TN
Address
1200 MARKET STREETCHATTANOOGA, TN 37402
United States
Phone: 423-826-1670