CRUMLY AND ASSOCIATES, INCORPORATED
Legal name: EVERGREEN WEALTH
CRD #168998 SEC #801-81175 SPRINGFIELD, IL (217) 321-3210
SEC Registered
Total AUM
$969.8M
Discretionary
$606.7M
Employees
11
Clients
--
Accounts
1,500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $969.8M | $606.7M | $363.1M | 11 | 195 |
| Nov 2025 | $969.8M | $606.7M | $363.1M | 11 | 195 |
| Oct 2025 | $969.8M | $606.7M | $363.1M | 11 | 195 |
| Jul 2025 | $969.8M | $606.7M | $363.1M | 11 | 195 |
| Mar 2025 | $969.8M | $606.7M | $363.1M | 11 | 195 |
| Oct 2024 | $840.9M | $530.8M | $310.1M | 9 | 182 |
| Apr 2024 | $840.9M | $530.8M | $310.1M | 9 | 182 |
| Mar 2024 | $840.9M | $530.8M | $310.1M | 9 | 182 |
| Sep 2023 | $665.9M | $425.1M | $240.8M | 7 | 1 |
| Aug 2023 | $665.9M | $425.1M | $240.8M | 7 | 1 |
| Mar 2023 | $665.9M | $425.1M | $240.8M | 7 | 1 |
| Jul 2022 | $531.9M | $391.9M | $140M | 7 | 2 |
| Mar 2022 | $531.9M | $391.9M | $140M | 7 | 2 |
| May 2021 | $263.9M | $263.9M | $0 | 8 | 2 |
| Mar 2021 | $263.9M | $263.9M | $0 | 8 | 2 |
| Jun 2020 | $206M | $206M | $0 | 8 | 2 |
| Mar 2020 | $206M | $206M | $0 | 8 | 2 |
| Mar 2019 | $162.1M | $162.1M | $0 | 8 | 0 |
| Oct 2018 | $157.4M | $157.4M | $0 | 6 | 0 |
| Aug 2018 | $157.4M | $157.4M | $0 | 6 | 0 |
| Mar 2018 | $157.4M | $157.4M | $0 | 6 | 0 |
| Aug 2017 | $114.8M | $114.8M | $0 | 6 | 256 |
| May 2017 | $114.8M | $114.8M | $0 | 6 | 256 |
| Mar 2017 | $114.8M | $114.8M | $0 | 6 | 256 |
| Feb 2017 | $114.8M | $114.8M | $0 | 6 | 256 |
| Oct 2016 | $100.8M | $100.8M | $0 | 5 | 241 |
| Jul 2016 | $100.8M | $100.8M | $0 | 5 | 241 |
| Jul 2016 | $100.8M | $100.8M | $0 | 5 | 241 |
| Mar 2016 | $100.8M | $100.8M | $0 | 5 | 241 |
| Jun 2015 | $109.7M | $109.7M | $0 | 6 | 175 |
| Jun 2015 | $109.7M | $109.7M | $0 | 6 | 175 |
| May 2015 | $109.7M | $109.7M | $0 | 6 | 175 |
| Mar 2015 | $109.7M | $109.7M | $0 | 6 | 175 |
DateDec 2025
Total AUM$969.8M
Discretionary$606.7M
Non-Disc.$363.1M
Employees11
Clients195
DateNov 2025
Total AUM$969.8M
Discretionary$606.7M
Non-Disc.$363.1M
Employees11
Clients195
DateOct 2025
Total AUM$969.8M
Discretionary$606.7M
Non-Disc.$363.1M
Employees11
Clients195
DateJul 2025
Total AUM$969.8M
Discretionary$606.7M
Non-Disc.$363.1M
Employees11
Clients195
DateMar 2025
Total AUM$969.8M
Discretionary$606.7M
Non-Disc.$363.1M
Employees11
Clients195
DateOct 2024
Total AUM$840.9M
Discretionary$530.8M
Non-Disc.$310.1M
Employees9
Clients182
DateApr 2024
Total AUM$840.9M
Discretionary$530.8M
Non-Disc.$310.1M
Employees9
Clients182
DateMar 2024
Total AUM$840.9M
Discretionary$530.8M
Non-Disc.$310.1M
Employees9
Clients182
DateSep 2023
Total AUM$665.9M
Discretionary$425.1M
Non-Disc.$240.8M
Employees7
Clients1
DateAug 2023
Total AUM$665.9M
Discretionary$425.1M
Non-Disc.$240.8M
Employees7
Clients1
DateMar 2023
Total AUM$665.9M
Discretionary$425.1M
Non-Disc.$240.8M
Employees7
Clients1
DateJul 2022
Total AUM$531.9M
Discretionary$391.9M
Non-Disc.$140M
Employees7
Clients2
DateMar 2022
Total AUM$531.9M
Discretionary$391.9M
Non-Disc.$140M
Employees7
Clients2
DateMay 2021
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees8
Clients2
DateMar 2021
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees8
Clients2
DateJun 2020
Total AUM$206M
Discretionary$206M
Non-Disc.$0
Employees8
Clients2
DateMar 2020
Total AUM$206M
Discretionary$206M
Non-Disc.$0
Employees8
Clients2
DateMar 2019
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$157.4M
Discretionary$157.4M
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$157.4M
Discretionary$157.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$157.4M
Discretionary$157.4M
Non-Disc.$0
Employees6
Clients0
DateAug 2017
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees6
Clients256
DateMay 2017
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees6
Clients256
DateMar 2017
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees6
Clients256
DateFeb 2017
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees6
Clients256
DateOct 2016
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees5
Clients241
DateJul 2016
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees5
Clients241
DateJul 2016
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees5
Clients241
DateMar 2016
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees5
Clients241
DateJun 2015
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees6
Clients175
DateJun 2015
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees6
Clients175
DateMay 2015
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees6
Clients175
DateMar 2015
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees6
Clients175