EVERGREEN ADVISORS, LLC is a Chattanooga, Tennessee based financial advisory firm with nearly $320,706,812 in assets under management and provides investment advisory services for 1314 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 149861 | |
| SEC#: | 801-70106 | |
| Assets under Management: | $320,706,812 | |
| No. of Clients: | 1314 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Pension Consulting Services | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees, Other(PERCENTAGE OF PLAN ASSETS) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| PATRIOT INVESTMENT MANAGEMENT GROUP INC | 112155 | 801-55500 | 4962 | 26 | $1,414,833,902 |
| LEGACY WEALTH MANAGEMENT INC | 108619 | 801-18073 | 4064 | 23 | $1,778,418,452 |
| RED DOOR WEALTH MANAGEMENT, LLC | 153235 | 801-79374 | 2160 | 13 | $1,443,693,071 |
| PATTEN AND PATTEN, INC. | 105414 | 801-11499 | 2025 | 12 | $1,745,525,094 |
| LBMC INVESTMENT ADVISORS, LLC | 108943 | 801-55589 | 1506 | 9 | $1,623,655,985 |
| RELIANT INVESTMENT MANAGEMENT, LLC | 111220 | 801-60115 | 509 | 10 | $1,422,991,543 |
| CHICKASAW CAPITAL MANAGEMENT, LLC | 127398 | 801-62121 | 448 | 19 | $2,031,691,504 |
| SENTRY, LLC | 150593 | 801-70290 | 263 | 3 | $1,811,011,852 |
| NEWSOUTH CAPITAL MANAGEMENT INC | 110676 | 801-24716 | 185 | 11 | $2,343,810,534 |
| NFC INVESTMENTS, LLC | 132844 | 801-63560 | 152 | 9 | $1,767,240,783 |
| MARTIN & COMPANY INVESTMENT COUNSEL | 108718 | 801-55241 | 124 | 7 | $1,445,415,961 |
| DISCIPLINA CAPITAL MANAGEMENT, LLC | 167295 | 801-115108 | 39 | 9 | $1,846,668,842 |
| AJ CAPITAL MANAGEMENT LLC | 291880 | 801-112982 | 32 | 135 | $2,349,344,249 |
| CAPITALSPRING | 161372 | 801-74234 | 17 | 28 | $2,223,457,347 |
| ROUND HILL MUSIC LP | 167234 | 801-100440 | 9 | 70 | $1,407,573,670 |