CRD: 289979
Evergreen Investment Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-30-2017
- Office Locations
- 1
Office Locations
About Evergreen Investment Management, LLC
Evergreen Investment Management, LLC is a fee-only RIA in Highlands Ranch, CO providing discretionary investment and portfolio management with both strategic (long-term) and tactical (short-term) planning. Portfolios are primarily ETF-based, complemented by select private funds and investment-grade corporates, and custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 35 clients, or 35 clients per representative. That equates to $371.4K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Vehicles
- Platform
- Services
- Technology
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The full Evergreen Investment Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN RICHARD SEARLE
Chief Compliance Officer, Founder
- CRD
- #728122
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Evergreen Investment Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.