A complete list of active advisors currently associated with Evergreen Capital Management, Inc.

Warmer can help you find a great advisor at Evergreen Capital Management, Inc. or one who fits your needs even better.

Evergreen Capital Management is a small, owner-operated investment adviser that provides discretionary investment supervisory services to individual clients, principally high‑net‑worth individuals, through separately managed accounts. The firm manages a limited client base (about 14 accounts) and supervises approximately $9 million in client assets under limited trading authorizations with third‑party custodians. The firm follows a valuation‑sensitive, value investing approach with a multi‑year investment horizon and a moderate concentration profile — its ten largest positions typically represent a substantial portion of portfolio assets. It supplements long equity holdings with option strategies (primarily covered calls and selling puts) to generate income, reduce volatility, and create contingent purchase opportunities based on its fundamental analysis. Notable distinctions relative to peers include its sole‑practitioner structure, where the principal is the firm’s sole owner and is responsible for all client account management, and its focus on individualized portfolio management rather than pooled private funds; the firm does not act as a private fund adviser. The firm also directs new clients to a recommended custodian (E*Trade), does not vote client proxies, and provides performance reporting on request rather than issuing routine proprietary reports.

To learn more about the advisors currently working at Evergreen Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.