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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

EVERGREEN WEALTH

CRUMLY AND ASSOCIATES, INCORPORATED, CRD 168998

SPRINGFIELD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a7e11cf8-049a-d503-5d08-1381c001f2eb

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 8
On other graphs: 0
Observed: Mar 17, 2015 to Jun 10, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.51 fund_share=0.0 institutional_share=0.33 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-06-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $780M
Private client RAUM: $604MderivedItem 5.D individuals plus high net worth individuals
Private client share: 51%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $197Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,691
Individual clients: 434
High net worth clients: 139
Custody, client assets: $26.5M
SEC number: 801-81175
CIK: 1759578
CRD: 168998
Filings on the tape: 34
First filed: Mar 17, 2015
Latest filed: Jun 10, 2026
Organised: Corporation, IL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KEVIN WAYNE CRUMLY	Certified Financial Planner	NAPLES, FL \| SPRINGFIELD, IL	12	32	1	no
SCOTT MICHAEL NORRIS	Certified Financial Planner	NAPLES, FL \| SPRINGFIELD, IL	12	26	2	no
RYAN TIMOTHY DAVLIN	Certified Financial Planner	SPRINGFIELD, IL \| NAPLES, FL	12	18	2	no
WARD DOUGLAS CANTRALL	Certified Financial Planner	SPRINGFIELD, IL \| NAPLES, FL	7	16	n/a	no
ERIN MICHELLE CRUMLY	Certified Financial Planner	SPRINGFIELD, IL \| NAPLES, FL	6	13	n/a	no
TIMOTHY STEVEN NASH	n/a	NAPLES, FL \| SPRINGFIELD, IL	1	24	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CANTRALL, WARD, DOUGLAS	WEALTH ADVISOR	A	yes	01/2025	Jun 10, 2026	Jun 10, 2026
CRUMLY, DAVID, ANDREW	SECRETARY AND TREASURER	A	yes	01/2022	Jun 10, 2026	Jun 10, 2026
CRUMLY, ERIN, MICHELLE	PRESIDENT AND WEALTH ADVISOR	A	yes	01/2022	Jun 10, 2026	Jun 10, 2026
CRUMLY, KEVIN, WAYNE	CHAIRMAN OF THE BOARD, CHIEF INVESTMENT OFFICER AND WEALTH ADVISOR	D	yes	01/2011	Jun 10, 2026	Jun 10, 2026
GREEN, TODD, CHARLES	Shareholder	B	yes	06/2022	Jun 10, 2026	Jun 10, 2026
JOHNSON, BRIDGET, KATHLEEN	CHIEF COMPLIANCE OFFICER	Na	yes	02/2025	Jun 10, 2026	Jun 10, 2026
NORRIS, SCOTT, MICHAEL	CHIEF EXECUTIVE OFFICER AND WEALTH ADVISOR	B	yes	01/2018	Jun 10, 2026	Jun 10, 2026
GOTSIS, COLLEEN, MARIE	Shareholder	A	no	01/2025	Jun 10, 2026	Jun 10, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Naples	FL	United States	5	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$1.2B	$780M	12	6	1	n/a	n/a
2024	Mar 24, 2025	$970M	$607M	11	6	1	n/a	n/a
2023	Mar 25, 2024	$841M	$531M	9	5	1	n/a	n/a
2022	Mar 29, 2023	$666M	$425M	7	5	1	n/a	n/a
2021	Mar 30, 2022	$532M	$392M	7	5	1	n/a	n/a
2020	Mar 30, 2021	$264M	$264M	8	6	0	n/a	n/a
2019	Mar 3, 2020	$206M	$206M	8	5	0	n/a	n/a
2018	Mar 27, 2019	$162M	$162M	8	5	0	n/a	n/a
2017	Mar 12, 2018	$157M	$157M	6	4	0	n/a	n/a
2016	Feb 16, 2017	$115M	$115M	6	4	n/a	n/a	n/a
2015	Mar 4, 2016	$101M	$101M	5	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$970M	21.6%	$666M	21.0%	12	11	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Jul 2, 2018	Mar 7, 2014	SPRINGFIELD, IL	Team lift out	RIA to RIA	0.0%

Relationships

Registered with (6)

← TIMOTHY STEVEN NASHAdvisorregistration: current employment
Mar 10, 2025 to presentfactForm ADV
← ERIN MICHELLE CRUMLYAdvisorregistration: current employment
Jun 24, 2020 to presentfactForm ADV
← WARD DOUGLAS CANTRALLAdvisorregistration: current employment
Oct 2, 2018 to presentfactForm ADV
← KEVIN WAYNE CRUMLYAdvisorregistration: current employment
Mar 7, 2014 to presentfactForm ADV
← SCOTT MICHAEL NORRISAdvisorregistration: current employment
Mar 7, 2014 to presentfactForm ADV
← RYAN TIMOTHY DAVLINAdvisorregistration: current employment
Mar 7, 2014 to presentfactForm ADV

Controls (5)

← CRUMLY, KEVIN, WAYNEOwnerCHAIRMAN OF THE BOARD AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 17, 2015 to Oct 31, 2024factForm ADV
← NORRIS, SCOTT, MICHAELOwnerCHIEF EXECUTIVE OFFICER AND WEALTH MANAGER, ownership code B, individual
Mar 12, 2018 to Oct 31, 2024factForm ADV
← CRUMLY, ERIN, MICHELLEOwnerPRESIDENT AND WEALTH MANAGER, ownership code A, individual
Mar 30, 2022 to Oct 31, 2024factForm ADV
← CRUMLY, DAVID, ANDREWOwnerSECRETARY AND TREASURER, ownership code A, individual
Mar 30, 2022 to Oct 31, 2024factForm ADV
← GREEN, TODD, CHARLESOwnerSHAREHOLDER, ownership code B, individual
Jul 7, 2022 to Oct 31, 2024factForm ADV

Moved with (1)

← LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Jul 2, 2018 to Mar 7, 2014factForm ADV

Dated events

Occurred
Mar 25, 2024
Regulatory AUM changed
Evergreen Wealth reported RAUM $840.9M, up 26% from $665.9M (2023-09-18 to 2024-03-25)
Form ADVobserved 6 days ago
$175M
Occurred
Mar 29, 2023
Regulatory AUM changed
Evergreen Wealth reported RAUM $665.9M, up 25% from $531.9M (2022-07-07 to 2023-03-29)
Form ADVobserved 6 days ago
$134M
Occurred
Jul 7, 2022
Control person joined
Charles Todd Green (Shareholder) appeared on Schedule A of Evergreen Wealth
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Evergreen Wealth reported RAUM $531.9M, up 102% from $263.9M (2021-05-07 to 2022-03-30)
Form ADVobserved 6 days ago
$268M
Occurred
Mar 30, 2022
Control person left
Jane Courtney Babiak (Chief Operating Officer) no longer on Schedule A of Evergreen Wealth (listed 2021-05-07, absent 2022-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person joined
M Erin Crumly (Secretary) appeared on Schedule A of Evergreen Wealth
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person joined
Andrew David Crumly (Secretary) appeared on Schedule A of Evergreen Wealth
Form ADVobserved 6 days ago
Occurred
Mar 17, 2015
First Form ADV filing
Troxell Financial Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7e11cf8-049a-d503-5d08-1381c001f2eb
First observed: Mar 17, 2015
Last observed: Jun 10, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EVERGREEN WEALTH

CRUMLY AND ASSOCIATES, INCORPORATED, CRD 168998

SPRINGFIELD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a7e11cf8-049a-d503-5d08-1381c001f2eb

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEVIN WAYNE CRUMLY

Certified Financial Planner

NAPLES, FL | SPRINGFIELD, IL

SCOTT MICHAEL NORRIS

Certified Financial Planner

NAPLES, FL | SPRINGFIELD, IL

RYAN TIMOTHY DAVLIN

Certified Financial Planner

SPRINGFIELD, IL | NAPLES, FL

WARD DOUGLAS CANTRALL

Certified Financial Planner

SPRINGFIELD, IL | NAPLES, FL

n/a

ERIN MICHELLE CRUMLY

Certified Financial Planner

SPRINGFIELD, IL | NAPLES, FL

n/a

TIMOTHY STEVEN NASH

n/a

NAPLES, FL | SPRINGFIELD, IL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CANTRALL, WARD, DOUGLAS

WEALTH ADVISOR

yes

01/2025

Jun 10, 2026

CRUMLY, DAVID, ANDREW

SECRETARY AND TREASURER

yes

01/2022

Jun 10, 2026

CRUMLY, ERIN, MICHELLE

PRESIDENT AND WEALTH ADVISOR

yes

01/2022

Jun 10, 2026

CRUMLY, KEVIN, WAYNE

CHAIRMAN OF THE BOARD, CHIEF INVESTMENT OFFICER AND WEALTH ADVISOR

yes

01/2011

Jun 10, 2026

GREEN, TODD, CHARLES

Shareholder

yes

06/2022

Jun 10, 2026

JOHNSON, BRIDGET, KATHLEEN

CHIEF COMPLIANCE OFFICER

yes

02/2025

Jun 10, 2026

NORRIS, SCOTT, MICHAEL

CHIEF EXECUTIVE OFFICER AND WEALTH ADVISOR

yes

01/2018

Jun 10, 2026

GOTSIS, COLLEEN, MARIE

Shareholder

01/2025

Jun 10, 2026

City

State

Country

Employees

Also broker-dealer

Naples

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$1.2B

$780M

n/a

2024

Mar 24, 2025

$970M

$607M

n/a

2023

Mar 25, 2024

$841M

$531M

n/a

2022

Mar 29, 2023

$666M

$425M

n/a

2021

Mar 30, 2022

$532M

$392M

n/a

2020

Mar 30, 2021

$264M

n/a

2019

Mar 3, 2020

$206M

n/a

2018

Mar 27, 2019

$162M

n/a

2017

Mar 12, 2018

$157M

n/a

2016

Feb 16, 2017

$115M

n/a

2015

Mar 4, 2016

$101M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$970M

21.6%

$666M

21.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Jul 2, 2018

Mar 7, 2014

SPRINGFIELD, IL

Team lift out

RIA to RIA

0.0%