Evergreen Capital Management LLC

Evergreen Capital Management LLC (CRD# 104931) is a financial advisory firm headquartered in Bellevue, WA. They manage $1,252,531,858 in 1,408 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,253
    MILLION
  • Total Number of Accounts
    1,408
    ACCOUNTS
  • Average Account Value
    $889,582
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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, ID, NC, NV, OR, TX, WA

Financial Advisors at Evergreen Capital Management LLC
Showing 1 - 10 of 17 top financial advisors.
1
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 30 years of experience in the finance industry.

2
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 10 years of experience in the finance industry.

3
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 16 years of experience in the finance industry.

4
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.

5
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 7 years of experience in the finance industry.

6
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.

7
David M. Meyer
CRD#: 1372129
10500 Ne 8th, Suite 950, Bellevue, WA 98004
93
Wealthminder
score

David Meyer (CRD# 1372129) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 32 years of experience in the finance industry.

8
Larry P. Morris
CRD#: 340526
411 University St. Suite 1200, Seattle, WA 98101
93
Wealthminder
score

Larry Morris (CRD# 340526) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Seattle, WA and has over 36 years of experience in the finance industry.

9
Mark E. Nicoletti
CRD#: 2968225
10500 Ne 8th, Suite 950, Bellevue, WA 98004
93
Wealthminder
score

Mark Nicoletti (CRD# 2968225) 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.

10
Jeffrey E. Otis
CRD#: 5423202
500 108th Avenue N.e., Suite 720, Bellevue, WA 98004
93
Wealthminder
score

Jeffrey Otis (CRD# 5423202) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 9 years of experience in the finance industry.

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