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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER | E | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER | E | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER | E | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER | E | Control |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| O'DONNELL, MICHAEL, PATRICK | I | MANAGING MEMBER | D | Control |
| O'DONNELL, MICHAEL, PATRICK | I | MANAGING MEMBER | D | Control |
| O'DONNELL, MICHAEL, PATRICK | I | MANAGING MEMBER | D | Control |
| O'DONNELL, MICHAEL, PATRICK | I | MANAGING MEMBER | D | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER | D | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER | D | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER | D | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER | D | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER | D | Control |
| PLACE, JAMES, HARRAL | I | MANAGING MEMBER | D | Control |
| O'DONNELL, JAYME, PLACE | I | MEMBER | B | |
| O'DONNELL, JAYME, PLACE | I | MEMBER | B | |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | |
| O'DONNELL, JAYME, PLACE | I | MEMBER | B | |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | |
| O'DONNELL, JAYME, PLACE | I | MEMBER & CHIEF COMPLIANCE OFFICER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| O'DONNELL, MICHAEL, PATRICK | I | MEMBER | B | |
| PLACE, JAYME, LADEAN | I | MEMBER | B | |
| PLACE, JAYME, LADEAN | I | MEMBER | B | |
| PLACE, JAYME, LADEAN | I | MEMBER | B | |
| PLACE, JAYME, LADEAN | I | MEMBER | B | |
| PLACE, JAYME, LADEAN | I | MEMBER | B |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (7)
AL FL GA LA NC TN TX
Address
1206 POINTE CENTRE DRIVESUITE 160
CHATTANOOGA, TN 37421
United States
Phone: 423-933-1814