RIA Intelligence

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)

NameTypeTitle / StatusOwnershipControl
PLACE, JAMES, HARRALIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
PLACE, JAMES, HARRALIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
PLACE, JAMES, HARRALIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
PLACE, JAMES, HARRALIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
PLACE, JAMES, HARRALIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
PLACE, JAMES, HARRALIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
PLACE, JAMES, HARRALIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
PLACE, JAMES, HARRALIMANAGING MEMBERE Control
PLACE, JAMES, HARRALIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
PLACE, JAMES, HARRALIMANAGING MEMBERE Control
PLACE, JAMES, HARRALIMANAGING MEMBERE Control
PLACE, JAMES, HARRALIMANAGING MEMBERE Control
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERD Control
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERD Control
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERD Control
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERD Control
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERD Control
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERD Control
O'DONNELL, MICHAEL, PATRICKIMANAGING MEMBERD Control
O'DONNELL, MICHAEL, PATRICKIMANAGING MEMBERD Control
O'DONNELL, MICHAEL, PATRICKIMANAGING MEMBERD Control
O'DONNELL, MICHAEL, PATRICKIMANAGING MEMBERD Control
PLACE, JAMES, HARRALIMANAGING MEMBERD Control
PLACE, JAMES, HARRALIMANAGING MEMBERD Control
PLACE, JAMES, HARRALIMANAGING MEMBERD Control
PLACE, JAMES, HARRALIMANAGING MEMBERD Control
PLACE, JAMES, HARRALIMANAGING MEMBERD Control
PLACE, JAMES, HARRALIMANAGING MEMBERD Control
O'DONNELL, JAYME, PLACEIMEMBERB
O'DONNELL, JAYME, PLACEIMEMBERB
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERB
O'DONNELL, JAYME, PLACEIMEMBERB
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERB
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERB
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERB
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERB
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERB
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERB
O'DONNELL, JAYME, PLACEIMEMBER & CHIEF COMPLIANCE OFFICERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
O'DONNELL, MICHAEL, PATRICKIMEMBERB
PLACE, JAYME, LADEANIMEMBERB
PLACE, JAYME, LADEANIMEMBERB
PLACE, JAYME, LADEANIMEMBERB
PLACE, JAYME, LADEANIMEMBERB
PLACE, JAYME, LADEANIMEMBERB

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (7)

AL FL GA LA NC TN TX

Address

1206 POINTE CENTRE DRIVE
SUITE 160
CHATTANOOGA, TN 37421
United States
Phone: 423-933-1814