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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 10-01-2008
- Office Locations
- 1
Office Locations
About Evergreen Advisors, LLC
Evergreen Advisors is an independent, fee-only fiduciary RIA in Chattanooga, serving individuals and families with personalized financial planning and ongoing portfolio guidance through life transitions like retirement. Portfolios are implemented primarily with ETFs (custodied with Schwab). Clients get transparent communication, a secure online Client Center, and the firm’s “Let’s Talk Money” radio show–style approach.
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Owner & Executives
JAYME PLACE O'DONNELL
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
JAMES HARRAL PLACE
Founder, Managing Member
- CRD
- #1209703
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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MICHAEL PATRICK O'DONNELL
Financial Planner
- CRD
- #5208004
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $456,276,123 | $318,184 |
| Non-Discretionary | $66,523,243 | $11,087,207 |
| Total | $522,799,366 | $363,055 |
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Separately Managed Accounts
Total SMA Asset: $522,799,366
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,831,795,472 | 36.1% |
| Cash | $2,706,286,532 | 34.5% |
| Public Funds | $2,306,226,784 | 29.4% |
| Total | $7,844,308,788 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL VITAL | FUSION PATHWAY | RVIGLQE1M | THCC | 2.15% | $20,544,605 |
| CATALYST FOUNDATION | PATHWAY OPTIMA | E2NZCPVDV | QNNWW | 2.19% | $106,062,421 |
| EAGLE EMBER | OPTIMA VERTEX | DKNVY81G2 | RLVVL | 3.12% | $32,836,088 |
| BEACON SUMMIT | PIONEER FRONTIER | OINAN1SA8 | MCX | 3.42% | $70,277,838 |
| DELTA VITAL | PRIME INSIGHT | GSCMGZ43T | ZJJCH | 5.33% | $101,254,338 |
| BRIDGE HORIZON VERTEX | ELEMENT PRIME | VY990YVBP | LTGH | 11.50% | $28,562,239 |
| ELEMENT ELEMENT | NORTH CAPITAL | 2TBMPWPRP | QRES | 6.00% | $111,099,065 |
| EAGLE MERIDIAN | TIMBER BRIDGE | PUP5H1DAU | MWFRQ | 7.56% | $115,104,591 |