E
CRD: 129764
Evergreen Capital Management, Inc.
Sandy, UT, 84093
8017503359
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-2008
- Office Locations
- 1
Office Locations
7832 S. Carmel Pointe Ln. Sandy UT
About Evergreen Capital Management, Inc.
Evergreen Capital Management, Inc. is a Sandy-based RIA. The firm has been operating for 18 years. Managing $9.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$642.9K AVG AUM / CLIENT
18.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Alpha horizon Signal Wave delta
Client Personas
Focus frontier
Owner & Executives
J
JOHN A ROBERTSON
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4744120
- Ownership
- 75% or more
(626) 239-8666
element.delta@eaglecapital.com
in linkedin.com/in/glacier-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | $651,556 |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | $651,556 |
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Separately Managed Accounts
Total SMA Asset: $9,000,000
Equity - Exchange:
61.8% Cash:
38.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,442,420,539 | 61.8% |
| Cash | $2,745,962,210 | 38.2% |
| Total | $7,188,382,749 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX MATRIX UNISON | UNISON VALUE | 0DTY46HAM | MEXW | 6.45% | $30,271,541 |
| OAK VERTEX TIMBER | HARBOR LEGACY | F0LHJXTQQ | FSPOE | 9.87% | $101,681,414 |
| WAVE CAPITAL | PEAK CATALYST | NDVYOFVTN | QZCW | 3.61% | $37,165,920 |
| PRIME VECTOR | UNISON MERIDIAN | D000LRHW2 | SYAS | 11.86% | $5,743,283 |
| LEGACY TIMBER OAK | VALUE RADIAL | IBI111G04 | RDO | 8.39% | $17,860,188 |
| VALUE GLACIER | UNISON VALUE | N9ZTDGA3O | PNV | 7.61% | $64,271,838 |
| MERIDIAN FOCUS EAGLE | WAVE ATLAS | RTSK563CX | FHKZE | 3.44% | $60,847,109 |
| PIONEER ZENITH MATRIX | FOCUS PIONEER | UVH88PMBO | MHQE | 5.26% | $45,774,321 |