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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BABIAK, COURTNEY, J | I | CHIEF OPERATING OFFICER | NA | Control |
| BABIAK, COURTNEY, J | I | CHIEF OPERATING OFFICER | NA | Control |
| BABIAK, COURTNEY, JANE | I | CHIEF OPERATING OFFICER | NA | Control |
| BABIAK, COURTNEY, JANE | I | CHIEF OPERATING OFFICER | NA | Control |
| BABIAK, COURTNEY, JANE | I | CHIEF OPERATING OFFICER | NA | Control |
| BABIAK, COURTNEY, JANE | I | CHIEF OPERATING OFFICER | NA | Control |
| BABIAK, COURTNEY, JANE | I | CHIEF OPERATING OFFICER | NA | Control |
| BABIAK, COURTNEY, JANE | I | CHIEF OPERATING OFFICER | NA | Control |
| BABIAK, COURTNEY, JANE | I | CHIEF OPERATING OFFICER | NA | Control |
| BABIAK, COURTNEY, JANE | I | CHIEF OPERATING OFFICER | NA | Control |
| BABIAK, COURTNEY, JANE | I | CHIEF OPERATING OFFICER | NA | Control |
| BABIAK, COURTNEY, JANE | I | CHIEF OPERATING OFFICER | NA | Control |
| JOHNSON, BRIDGET, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, BRIDGET, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, BRIDGET, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, BRIDGET, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, BRIDGET, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CRUMLY, KEVIN, WAYNE | I | CHAIRMAN OF THE BOARD AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRUMLY, KEVIN, WAYNE | I | CHAIRMAN OF THE BOARD AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRUMLY, KEVIN, WAYNE | I | CHAIRMAN OF THE BOARD AND CHIEF COMPLIANCE OFFICER | D | Control |
| CRUMLY, KEVIN, WAYNE | I | CHAIRMAN OF THE BOARD, CHIEF INVESTMENT OFFICER, AND WEALTH ADVISOR | D | Control |
| CRUMLY, KEVIN, WAYNE | I | CHAIRMAN OF THE BOARD, CHIEF INVESTMENT OFFICER, AND WEALTH ADVISOR | D | Control |
| CRUMLY, KEVIN, WAYNE | I | CHAIRMAN OF THE BOARD, CHIEF INVESTMENT OFFICER, AND WEALTH ADVISOR | D | Control |
| CRUMLY, KEVIN, WAYNE | I | CHAIRMAN OF THE BOARD, CHIEF INVESTMENT OFFICER AND WEALTH ADVISOR | D | Control |
| CRUMLY, KEVIN, WAYNE | I | CHAIRMAN OF THE BOARD, CHIEF INVESTMENT OFFICER AND WEALTH ADVISOR | D | Control |
| GREEN, TODD, CHARLES | I | SHAREHOLDER | B | Control |
| GREEN, TODD, CHARLES | I | SHAREHOLDER | B | Control |
| GREEN, TODD, CHARLES | I | SHAREHOLDER | B | Control |
| GREEN, TODD, CHARLES | I | SHAREHOLDER | B | Control |
| GREEN, TODD, CHARLES | I | SHAREHOLDER | B | Control |
| GREEN, TODD, CHARLES | I | SHAREHOLDER | B | Control |
| GREEN, TODD, CHARLES | I | SHAREHOLDER | B | Control |
| GREEN, TODD, CHARLES | I | SHAREHOLDER | B | Control |
| GREEN, TODD, CHARLES | I | SHAREHOLDER | B | Control |
| GREEN, TODD, CHARLES | I | SHAREHOLDER | B | Control |
| GREEN, TODD, CHARLES | I | SHAREHOLDER | B | Control |
| GREEN, TODD, CHARLES | I | SHAREHOLDER | B | Control |
| NORRIS, SCOTT, MICHAEL | I | WEALTH MANAGER | B | |
| NORRIS, SCOTT, MICHAEL | I | WEALTH MANAGER | B | |
| NORRIS, SCOTT, MICHAEL | I | WEALTH MANAGER | B | |
| NORRIS, SCOTT, MICHAEL | I | WEALTH MANAGER | B | |
| NORRIS, SCOTT, MICHAEL | I | WEALTH MANAGER | B | |
| NORRIS, SCOTT, MICHAEL | I | WEALTH MANAGER | B | |
| NORRIS, SCOTT, MICHAEL | I | VICE PRESIDENT | B | Control |
| NORRIS, SCOTT, MICHAEL | I | VICE PRESIDENT | B | Control |
| NORRIS, SCOTT, MICHAEL | I | VICE PRESIDENT | B | Control |
| NORRIS, SCOTT, MICHAEL | I | VICE PRESIDENT | B | Control |
| NORRIS, SCOTT, MICHAEL | I | VICE PRESIDENT | B | Control |
| NORRIS, SCOTT, MICHAEL | I | VICE PRESIDENT | B | Control |
| NORRIS, SCOTT, MICHAEL | I | VICE PRESIDENT | B | Control |
| NORRIS, SCOTT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND WEALTH MANAGER | B | Control |
| NORRIS, SCOTT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND WEALTH MANAGER | B | Control |
| NORRIS, SCOTT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND WEALTH MANAGER | B | Control |
| NORRIS, SCOTT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND WEALTH MANAGER | B | Control |
| NORRIS, SCOTT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND WEALTH ADVISOR | B | Control |
| NORRIS, SCOTT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND WEALTH ADVISOR | B | Control |
| NORRIS, SCOTT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND WEALTH ADVISOR | B | Control |
| NORRIS, SCOTT, MICHAEL | I | CHIEF EXECUTIVE OFFICER AND WEALTH ADVISOR | B | Control |
| CANTRALL, WARD, DOUGLAS | I | WEALTH ADVISOR | A | Control |
| CANTRALL, WARD, DOUGLAS | I | WEALTH ADVISOR | A | Control |
| CANTRALL, WARD, DOUGLAS | I | WEALTH ADVISOR | A | Control |
| CANTRALL, WARD, DOUGLAS | I | WEALTH ADVISOR | A | Control |
| CRUMLY, DAVID, ANDREW | I | SECRETARY | A | Control |
| CRUMLY, DAVID, ANDREW | I | SECRETARY | A | Control |
| CRUMLY, DAVID, ANDREW | I | SECRETARY | A | Control |
| CRUMLY, DAVID, ANDREW | I | SECRETARY AND TREASURER | A | Control |
| CRUMLY, DAVID, ANDREW | I | SECRETARY AND TREASURER | A | Control |
| CRUMLY, DAVID, ANDREW | I | SECRETARY AND TREASURER | A | Control |
| CRUMLY, DAVID, ANDREW | I | SECRETARY AND TREASURER | A | Control |
| CRUMLY, DAVID, ANDREW | I | SECRETARY AND TREASURER | A | Control |
| CRUMLY, DAVID, ANDREW | I | SECRETARY AND TREASURER | A | Control |
| CRUMLY, DAVID, ANDREW | I | SECRETARY AND TREASURER | A | Control |
| CRUMLY, DAVID, ANDREW | I | SECRETARY AND TREASURER | A | Control |
| CRUMLY, ERIN, M | I | SECRETARY | A | Control |
| CRUMLY, ERIN, M | I | WEALTH ADVISOR | A | Control |
| CRUMLY, ERIN, M | I | SECRETARY | A | Control |
| CRUMLY, ERIN, M | I | WEALTH ADVISOR | A | Control |
| CRUMLY, ERIN, M | I | WEALTH ADVISOR | A | Control |
| CRUMLY, ERIN, MICHELLE | I | PRESIDENT AND WEALTH MANAGER | A | Control |
| CRUMLY, ERIN, MICHELLE | I | PRESIDENT AND WEALTH MANAGER | A | Control |
| CRUMLY, ERIN, MICHELLE | I | PRESIDENT AND WEALTH MANAGER | A | Control |
| CRUMLY, ERIN, MICHELLE | I | PRESIDENT AND WEALTH MANAGER | A | Control |
| CRUMLY, ERIN, MICHELLE | I | PRESIDENT AND WEALTH ADVISOR | A | Control |
| CRUMLY, ERIN, MICHELLE | I | PRESIDENT AND WEALTH ADVISOR | A | Control |
| CRUMLY, ERIN, MICHELLE | I | PRESIDENT AND WEALTH ADVISOR | A | Control |
| CRUMLY, ERIN, MICHELLE | I | PRESIDENT AND WEALTH ADVISOR | A | Control |
| Crumly, David, Andrew | I | SECRETARY | A | Control |
| Crumly, David, Andrew | I | SECRETARY | A | Control |
| GOTSIS, COLLEEN, MARIE | I | SHAREHOLDER | A | |
| GOTSIS, COLLEEN, MARIE | I | SHAREHOLDER | A | |
| GOTSIS, COLLEEN, MARIE | I | SHAREHOLDER | A | |
| GOTSIS, COLLEEN, MARIE | I | SHAREHOLDER | A |
Registrations
Federal
IA
Dec 10, 2025 REGISTERED
Notice Filings (7)
AZ FL IL IN LA MO TX
Address
1200 CENTRE WEST DRIVESPRINGFIELD, IL 62704
United States
Phone: (217) 321-3210