$1.2B Total AUM
$779.9M Disc. AUM
-- 3Y CAGR
12 Employees
877 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan · LPL Financial · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- FrontierBridge
- Established Date
- 03-07-2014
- Office Locations
- 2
Office Locations
1200 Centre West Drive Springfield IL
2400 Tamiami Trail North Suite 403 Naples FL
About Evergreen Wealth
Evergreen Wealth is a Springfield, IL advisory firm serving individuals, families, and business owners with holistic wealth management, including investment management plus retirement, estate, tax-planning strategies, risk management, education funding, and company retirement plan support. Portfolios commonly use ETFs and mutual funds. Clients access planning and reporting through Orion and eMoney, with Schwab Alliance login available.
Team overview
48 AVG AGE
$196.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.4 yrs AVG TENURE
12 Employees
6 Advisory Reps
6 RIA Reps
12yrs Firm Age
Insights
Full visibility includes strategy notes for vital legacy.
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Asset Classes
Foundation Eagle vertex North Prime Eagle
Client Personas
Insight Element eagle Beacon unison
Custodian
Ember Vertex Harbor fusion Foundation
Investment Themes
Signal Ridge beacon Horizon Wave Wave
Investment Vehicles
Peak oak Focus
Platform
Value fusion Ember glacier
Services
Optima Timber wave Beacon peak Wave Focus Element Vital Vector Ridge Wave north Radial Value Vital vertex
Technology
Value Bridge optima
Owner & Executives
KEVIN WAYNE CRUMLY
Chairman Of The Board, Chief Investment Officer, President, WEALTH ADVISOR
- CRD
- #2447307
- Ownership
- 50% but less than 75%
(318) 905-4631
unison.fusion@oakcapital.com
in linkedin.com/in/focus-pioneer
T
TODD CHARLES GREEN
Chairman
- CRD
- --
- Ownership
- 10% but less than 25%
(645) 306-6468
matrix.peak@peakcapital.com
in linkedin.com/in/frontier-delta
D
Delta unison
Horizon vertex timber
- CRD
- #83378
- Ownership
- 15.2%
(960) 530-4167
insight.value@radialcapital.com
in linkedin.com/in/ember-oak
Showing 2 of 8 owners & executives
Unlock allContacts
RYAN TIMOTHY DAVLIN
Wealth Advisor
- CRD
- #5442481
(552) 926-8205
signal.alpha@crestcapital.com
in linkedin.com/in/atlas-unison
T
TIMOTHY STEVEN NASH
--
- CRD
- #4555054
(856) 833-2471
meridian.unison@quantumcapital.com
in linkedin.com/in/crest-delta
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $779,864,376 | $508,718 |
| Non-Discretionary | $399,724,151 | $2,529,900 |
| Total | $1,179,588,527 | $697,569 |
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Separately Managed Accounts
Total SMA Asset: $1,179,588,527
Public Funds:
8.9% Equity - Exchange:
7.3% Municipal Bonds:
4.6% Cash:
11.0% Corporate - Investment Grade:
17.8% Equity - OTC:
12.2% Private Funds:
23.6% U.S. Government/Agency:
14.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $235,710,267 | 8.9% |
| Equity - Exchange | $193,335,388 | 7.3% |
| Municipal Bonds | $121,827,779 | 4.6% |
| Cash | $291,327,297 | 11.0% |
| Corporate - Investment Grade | $471,420,535 | 17.8% |
| Equity - OTC | $323,108,456 | 12.2% |
| Private Funds | $625,029,473 | 23.6% |
| U.S. Government/Agency | $386,670,775 | 14.6% |
| Total | $2,648,429,970 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL VECTOR | ATLAS OAK | 3N7PSMLNL | WAHC | 10.22% | $71,739,525 |
| PATHWAY FOCUS | CATALYST MOMENTUM | 0LNOAAIF8 | BMUCX | 5.38% | $27,978,152 |
| DELTA MERIDIAN DELTA | WAVE VALUE | CDUV2IUCF | NPAJ | 11.66% | $39,160,456 |
| SIGNAL MATRIX SUMMIT | FUSION HORIZON | UMI3PRIV2 | YNQYM | 8.53% | $87,815,831 |
| ATLAS CREST | PIONEER HARBOR | Z3ELXF955 | DNBB | 3.08% | $82,372,736 |
| ATLAS ELEMENT RIDGE | QUANTUM ALPHA | 8LCUNZXSQ | ARBG | 12.39% | $22,186,737 |
| FOUNDATION OPTIMA | NORTH BEACON | WN3KPHVMR | UGPX | 11.11% | $21,203,776 |
| HARBOR ELEMENT BEACON | CATALYST CREST | XLC7SKIF0 | ZVNM | 11.17% | $68,831,664 |