Evergreen Capital Management Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,200,000
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
75
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
75
Average account size
$402,667
About
EverGreen Capital Management provides discretionary investment advisory services to individuals, foundations, small business retirement plans, and other institutional clients. In addition to ongoing portfolio management, the firm periodically offers financial education and workshops and may work with clients to design customized portfolios using publicly traded securities.
The firm follows a fundamental, value-oriented investment approach, seeking financially strong companies with sustained profit growth, high returns on equity and assets, conservative capital structures, and a history of dividend payments; customized equity portfolios typically hold 25–35 positions. It limits investments to publicly traded stocks, bonds, mutual funds and ETFs, uses investment-grade fixed income (generally A-rated or higher), rebalances as needed, and conducts account reviews at least quarterly.
What distinguishes the firm from many solo independent advisors is its client mix and services: it explicitly serves charitable organizations, corporate/business clients and small institutional plans, and it offers educational seminars — features that are less common among peers. The firm also operates as a long-established independent practice with a modest asset base and generally applies account minimums and higher guidelines for individually constructed stock-and-bond portfolios.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Wealth management
Fee options
$0 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 1.25% annually $5,000,001 - $10,000,000: 1.00% annually $10,000,001 - $20,000,000: 0.80% annually $20,000,001+: Negotiable
Account minimum: $200,000 Fee-only: Tiered percentage of assets under management as described above; no commissions or other fees received by firm.
Main office location
Evergreen Capital Management Inc
909 North 96 Th Street, Suite101
Omaha NE 68114-2508, United States
Number of offices
1
Most active in
Evergreen Capital Management Inc has reported serving >5 clients in these states in the last 12 months.
Georgia · Illinois · Iowa · Nebraska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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