Evergreen Capital Management LLC

Evergreen Capital Management LLC (CRD# 104931) is a financial advisory firm headquartered in Bellevue, WA. They manage $1,368,409,337 in 1,451 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,368
    MILLION
  • Total Number of Accounts
    1,451
    ACCOUNTS
  • Average Account Value
    $943,080
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, NC, NV, OR, TN, TX, WA, WI

Financial Advisors at Evergreen Capital Management LLC
Showing 1 - 10 of 21 top financial advisors.
1
Sean J. Figueroa
CRD#: 2556909
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004
96
Wealthminder
score

Sean Figueroa (CRD# 2556909) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 23 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.

2
Kaitlenn E. Vercio
CRD#: 5954260
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004
96
Wealthminder
score

Kaitlenn Vercio (CRD# 5954260) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 5 years of experience in the finance industry. Kaitlenn Vercio 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.

3
Michelle Watson
CRD#: 1810398
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004
96
Wealthminder
score

Michelle Watson (CRD# 1810398) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 29 years of experience in the finance industry.

4
Stephen V. Conway
CRD#: 708807
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004
93
Wealthminder
score

Stephen Conway (CRD# 708807) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 31 years of experience in the finance industry.

5
Robert J. Dainard
CRD#: 5134319
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004
93
Wealthminder
score

Robert Dainard (CRD# 5134319) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 11 years of experience in the finance industry.

6
Jeffrey B. Dicks
CRD#: 4998034
10500 Ne 8th Street, Suite 950, Bellevue, WA 98004
93
Wealthminder
score

Jeffrey Dicks (CRD# 4998034) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

7
Stephen J. Dunn
CRD#: 4286163
500 108th Avenue N.e., Suite 720, Bellevue, WA 98004
93
Wealthminder
score

Stephen Dunn (CRD# 4286163) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 17 years of experience in the finance industry.

8
Robert C. Hannah
CRD#: 1065983
500 108th Avenue N.e., Suite 720, Bellevue, WA 98004
93
Wealthminder
score

Robert Hannah (CRD# 1065983) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 35 years of experience in the finance industry.

9
Thomas W. Johnson
CRD#: 5788805
San Diego, CA
93
Wealthminder
score

Thomas Johnson (CRD# 5788805) is an Investment Advisor Representative working at Evergreen Capital Management LLC in San Diego, CA and has over 8 years of experience in the finance industry.

10
Penny K. Mandell
CRD#: 1325713
10500 Ne 8th St, Suite 950, Bellevue, WA 98004
93
Wealthminder
score

Penny Mandell (CRD# 1325713) 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.

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