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.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$244MItem 5.F on the latest filing (2026-03-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$244M

Private client RAUM

$776,076derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

33

Advisory employees

15

Offices

0Schedule D 1.F, beyond the principal office

Accounts

9

High net worth clients

1

Private funds

6Schedule D 7.B(1)

SEC number

801-128686

CRD

312909

Filings on the tape

5

First filed

Aug 4, 2023

Latest filed

Mar 28, 2026

Organised

Limited Liability Company, DE

• Occurred

  Aug 4, 2023
  First Form ADV filing

  Evergreen Capital Associates Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a9bd7766-10bf-3afd-cdc7-5d8616801b8c

First observed

Aug 4, 2023

Last observed

Mar 28, 2026 5 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.