Evergreen Capital Management, INC.

% of assets managed in Sandy, UT

State registeredNo commissions reported

Call (801) 750-3359 Send a message Map ↗

Public-record details

Address: 7832 S. Carmel Pointe Ln., Sandy, UT 84093
Phone: (801) 750-3359
Listed under: % of assets managed
CRD number: 129764
Registration: State registered: UT
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses
Regulatory assets under management: $9.0 million
Accounts managed: 19
Clients reported (Form ADV 5.D): 14
Individual / high-net-worth clients: 3 / 11
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2024-12-13

State registered (UT) investment adviser, CRD 129764, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 129764 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Sandy

Harvest Lane Investment Partners, LLC.9065 S 1300 E · Sandy, UT 84094 · (801) 340-0545 · Financial planningCRD 340042 · % of assets, Hourly chargesState registeredNo commissions reported Net Worth Advisory Group, LLC75 W. Towne Ridge Parkway, Suite 460 · Sandy, UT 84070 · (801) 566-6639 · Financial planningCRD 126983 · % of assets, Hourly charges, Fixed fees · $838.4 million AUMSEC registeredNo commissions reported New Millennium Group10050 South State Street · Sandy, UT 84070 · (801) 446-9950 · Financial planningCRD 299249 · % of assets, Hourly charges, Fixed fees · $257.0 million AUMSEC registeredNo commissions reported Olympus Peaks Financial, LLC9035 S 1300 E Ste 120 · Sandy, UT 84094 · (801) 566-3510 · Financial planningCRD 283040 · % of assets, Hourly charges · $141.4 million AUMSEC registeredNo commissions reported Rfk Capital Management9903 S. Pinehurst Drive · Sandy, UT 84092 · (801) 372-1446 · Financial planningCRD 295075 · Fixed fees, OtherState registeredNo commissions reported Terrion Advisors, INC.8307 S. 700 E. · Sandy, UT 84070 · (801) 562-8844 · Financial planningCRD 145254 · % of assets, Hourly charges, Fixed fees · $32.0 million AUMState registeredNo commissions reported

All 7 in Sandy →