CRD: 104931
Evergreen Capital Management LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-1983
- Office Locations
- 7
Office Locations
About Evergreen Capital Management LLC
Evergreen Gavekal is an independent RIA founded in 1983 with West Coast offices, providing integrated wealth management—investment management, tax and financial planning—for high net-worth individuals, trustees, businesses and foundations. It also runs a multi-family office for ultra high-net-worth families and Evergreen Ventures, investing in private real estate, venture capital, private equity and private credit. Produces weekly market and planning research.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 26, 2026, reported AUM increased 37.7%, from $5.2B to $7.2B.
Across 5 reported observations, AUM increased 82.6% between December 14, 2022 and March 26, 2026, from $3.9B to $7.2B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 26 advisory representatives and 1,157 clients, or 44.5 clients per representative. That equates to $6.2M in reported AUM per client.
The profile lists 7 reported office locations and 42 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JEFFREY MICHAEL EULBERG
DIRECTOR OF WEALTH MANAGEMENT, Owner, Wealth Advisor
- CRD
- #5749416
- Ownership
- 5% but less than 10%
TYLER BRADLEY HAY
Chief Executive Officer, Partner
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 9 owners & executives
Unlock allContacts
Joshua Thomas Bilisko
Portfolio Associate
- CRD
- #7295532
ELIZABETH Z. BLASINGAME
Senior Wealth Consultant
- CRD
- #5150312
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,167,361,282 | $2,122,405 |
| Non-Discretionary | $17,742,989 | $657,148 |
| Total | $7,185,104,271 | $2,110,783 |
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Separately Managed Accounts
SMA allocation detail is available
Evergreen Capital Management LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Evergreen Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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