Evergreen Capital Management LLC

Evergreen Capital Management LLC (CRD# 104931) is a financial advisory firm headquartered in Bellevue, WA. They manage $2,560,696,141 in 1,796 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,561
    MILLION
  • Total Number of Accounts
    1,796
    ACCOUNTS
  • Average Account Value
    $1,425,777
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, ID, IN, MA, MT, NC, NV, OR, TN, TX, UT, WA, WI

Financial Advisors at Evergreen Capital Management LLC
Showing 1 - 10 of 19 top financial advisors.
1
Robert J. Dainard
CRD#: 5134319
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004

Robert Dainard (CRD# 5134319) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 13 years of experience in the finance industry.

2
Christopher T. Dankworth
CRD#: 3041346
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004

Christopher Dankworth (CRD# 3041346) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 22 years of experience in the finance industry.

3
Jeffrey B. Dicks
CRD#: 4998034
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004

Jeffrey Dicks (CRD# 4998034) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 8 years of experience in the finance industry.

4
Steven W. Enos
CRD#: 4518317
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004

Steven Enos (CRD# 4518317) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry.

5
Jeffrey M. Eulberg
CRD#: 5749416
10500 Ne 8th, Suite 950, Bellevue, WA 98004

Jeffrey Eulberg (CRD# 5749416) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry. Jeffrey Eulberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Thomas S. Eulberg
CRD#: 6969272
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004

Thomas Eulberg (CRD# 6969272) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry. Thomas Eulberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Sean J. Figueroa
CRD#: 2556909
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004

Sean Figueroa (CRD# 2556909) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 26 years of experience in the finance industry. Sean Figueroa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Victoria M. Fisher
CRD#: 1948168
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004

Victoria Fisher (CRD# 1948168) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 27 years of experience in the finance industry. Victoria Fisher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
David M. Hay
CRD#: 868391
10500 Ne 8th St, #950, Bellevue, WA 98004

David Hay (CRD# 868391) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 40 years of experience in the finance industry.

10
Heidi M. Jeromanovs
CRD#: 5150488
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004

Heidi Jeromanovs (CRD# 5150488) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 12 years of experience in the finance industry. Heidi Jeromanovs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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