EVERGREEN ADVISORS, LLC
CRD #149861 SEC #801-70106 CHATTANOOGA, TN 423-933-1814
SEC Registered
Total AUM
$464.9M
Discretionary
$410M
Employees
6
Clients
251
Accounts
1,408
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $464.9M | $410M | $54.9M | 6 | 5 |
| Mar 2024 | $397.3M | $350.8M | $46.5M | 6 | 5 |
| Mar 2023 | $320.7M | $283M | $37.7M | 5 | 5 |
| Apr 2022 | $368.5M | $323.4M | $45.1M | 5 | 5 |
| Mar 2022 | $368.5M | $323.4M | $45.1M | 5 | 5 |
| Jan 2022 | $305.9M | $268.6M | $37.3M | 5 | 5 |
| Mar 2021 | $305.9M | $268.6M | $37.3M | 5 | 5 |
| Jun 2020 | $265.9M | $234.6M | $31.3M | 5 | 5 |
| Mar 2020 | $265.9M | $234.6M | $31.3M | 5 | 5 |
| Mar 2019 | $207.9M | $182.6M | $25.3M | 5 | 5 |
| Mar 2018 | $211.5M | $188.7M | $22.8M | 5 | 5 |
| Mar 2017 | $178.6M | $159.3M | $19.3M | 5 | 300 |
| Mar 2016 | $155.4M | $138.9M | $16.5M | 5 | 300 |
| Mar 2015 | $146.4M | $131.5M | $15M | 5 | 300 |
| Mar 2014 | $134.5M | $124.9M | $9.5M | 5 | 300 |
| Apr 2013 | $116.4M | $109.2M | $7.2M | 5 | 300 |
| Mar 2012 | $106.5M | $100.4M | $6.1M | 1 | 300 |
| Mar 2011 | $96.7M | $86.2M | $10.5M | 5 | -- |
| Jan 2011 | $73.4M | $64M | $9.4M | 5 | -- |
| Mar 2010 | $73.4M | $64M | $9.4M | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$464.9M
Discretionary$410M
Non-Disc.$54.9M
Employees6
Clients5
DateMar 2024
Total AUM$397.3M
Discretionary$350.8M
Non-Disc.$46.5M
Employees6
Clients5
DateMar 2023
Total AUM$320.7M
Discretionary$283M
Non-Disc.$37.7M
Employees5
Clients5
DateApr 2022
Total AUM$368.5M
Discretionary$323.4M
Non-Disc.$45.1M
Employees5
Clients5
DateMar 2022
Total AUM$368.5M
Discretionary$323.4M
Non-Disc.$45.1M
Employees5
Clients5
DateJan 2022
Total AUM$305.9M
Discretionary$268.6M
Non-Disc.$37.3M
Employees5
Clients5
DateMar 2021
Total AUM$305.9M
Discretionary$268.6M
Non-Disc.$37.3M
Employees5
Clients5
DateJun 2020
Total AUM$265.9M
Discretionary$234.6M
Non-Disc.$31.3M
Employees5
Clients5
DateMar 2020
Total AUM$265.9M
Discretionary$234.6M
Non-Disc.$31.3M
Employees5
Clients5
DateMar 2019
Total AUM$207.9M
Discretionary$182.6M
Non-Disc.$25.3M
Employees5
Clients5
DateMar 2018
Total AUM$211.5M
Discretionary$188.7M
Non-Disc.$22.8M
Employees5
Clients5
DateMar 2017
Total AUM$178.6M
Discretionary$159.3M
Non-Disc.$19.3M
Employees5
Clients300
DateMar 2016
Total AUM$155.4M
Discretionary$138.9M
Non-Disc.$16.5M
Employees5
Clients300
DateMar 2015
Total AUM$146.4M
Discretionary$131.5M
Non-Disc.$15M
Employees5
Clients300
DateMar 2014
Total AUM$134.5M
Discretionary$124.9M
Non-Disc.$9.5M
Employees5
Clients300
DateApr 2013
Total AUM$116.4M
Discretionary$109.2M
Non-Disc.$7.2M
Employees5
Clients300
DateMar 2012
Total AUM$106.5M
Discretionary$100.4M
Non-Disc.$6.1M
Employees1
Clients300
DateMar 2011
Total AUM$96.7M
Discretionary$86.2M
Non-Disc.$10.5M
Employees5
Clients--
DateJan 2011
Total AUM$73.4M
Discretionary$64M
Non-Disc.$9.4M
Employees5
Clients--
DateMar 2010
Total AUM$73.4M
Discretionary$64M
Non-Disc.$9.4M
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--