Evergreen Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Evergreen Advisors reports 494 clients. They include 357 individual clients, 130 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 87.3% ($456M across 1,434 accounts) are managed with discretion; $66.5M across 6 accounts are not. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 28% |
| High-net-worth individuals | 26% | 53% |
| Pension and profit-sharing plans | 1% | 19% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 357 | $148M | 28.3% | $415K |
| High-net-worth individuals | 130 | $276M | 52.7% | $2.12M |
| Pension and profit-sharing plans | 7 | $97.8M | 18.7% | $14M |
| Corporations and other businesses | Fewer than 5 | $1.36M | 0.3% | — |
| Total | 494 | $523M | 100% | — |
- Clients
- 357
- Regulatory AUM
- $148M
- AUM share
- 28.3%
- Avg. per client
- $415K
- Clients
- 130
- Regulatory AUM
- $276M
- AUM share
- 52.7%
- Avg. per client
- $2.12M
- Clients
- 7
- Regulatory AUM
- $97.8M
- AUM share
- 18.7%
- Avg. per client
- $14M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.36M
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 494
- Regulatory AUM
- $523M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Evergreen Advisors charges 0.25%–1.00% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and has a $2,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting services
- Consulting is charged hourly at $100 to $300 per hour, or as a fixed fee typically ranging from $1,000 to $5,000.
- Financial planning, fixed fee
- Financial planning is charged as a fixed fee, typically ranging from $1,000 to $5,000, depending on the arrangement.
Jayme O'Donnell owns 50% to 75% of Evergreen Advisors. The leadership team of Evergreen Advisors includes Chief Compliance Officer Jayme O'Donnell. It has 6 employees, 3 of them in advisory roles.
Leadership
- Jayme O'DonnellMember & Chief Compliance Officer
- Kyle R BryantMember
- James PlaceManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Michael Patrick O'Donnell
- James Harral Place
Staff
- 6 employees
- 3 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Evergreen Advisors, LLC
Jayme O'Donnell
Control person · since October 2008
- Owns 25% to 50% of Evergreen Advisors, LLC
James Place
Control person · since October 2008
- Owns 5% to 10% of Evergreen Advisors, LLC
Kyle R Bryant
Control person · since March 2026
Evergreen Advisors’ regulatory assets grew 1.7× from $306M (March 2021) to $523M (March 2026); clients rose from 417 to 494 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $523M | 494 | 6 | 1 |
| Mar 2025March 2025 | $465M | 494 | 6 | 1 |
| Mar 2024March 2024 | $397M | 476 | 6 | 1 |
| Mar 2023March 2023 | $321M | 461 | 5 | 1 |
| Apr 2022April 2022 | $368M | 441 | 5 | 1 |
| Mar 2021March 2021 | $306M | 417 | 5 | 1 |
Besides its headquarters, Evergreen Advisors has 0 offices, with 1 listed address in 1 state.
Tennessee · 1 listed address
- 1206 Pointe Centre Drive, Suite 160, ChattanoogaHQ
Contact and registration details
- Legal name
- Evergreen Advisors, LLC
- Headquarters
- 1206 Pointe Centre Drive, Suite 160, Chattanooga, TN 37421
- Website
- evergreenadvisors.com
- Phone
- 423-933-1814
- SEC file
- 801-70106
- Founded
- 2009
- Structure
- Tennessee LLC
- Fiscal year end
- December
Evergreen Advisors’ named custodian for separately managed accounts is Charles Schwab ($448M). Evergreen Advisors has custody of $120M for 164 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Fransisco, CA · $448M100%
At year end, Evergreen Advisors’ separately managed accounts were mostly in stocks (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $469M across 31 positions; the largest are Schwab Strategic TR (38.9%), Schwab Strategic TR (14.7%) and Vanguard Scottsdale Fds (11.2%).
What the accounts hold
- Stocks91%
- Funds4%
- Cash5%
Reported 13F holdings
- $469M
- Reported 13F value
- 31
- Positions
- 97.6%
- In the 10 largest
- +10.0%
- Value vs. prior quarter
- Schwab Strategic TR · US Brd Mkt ETF38.9%
- Schwab Strategic TR · Intl Eqty ETF14.7%
- Vanguard Scottsdale Fds · Int-term Corp.11.2%
- Schwab Strategic TR · US Dividend EQ10.6%
- Vanguard Scottsdale Fds · Inter Term Treas7.6%
- Vanguard Scottsdale Fds · Mtg-bkd Secs ETF7.1%
- iShares TR · Core S&P Scp ETF5.9%
- State Str SPDR S&P 500 ETF T · TR Unit0.7%
- Schwab Strategic TR · US Lcap VA ETF0.5%
- Vanguard Specialized Funds · Div App ETF0.3%
Together, the ten largest are 97.6% of reported value.
How many clients does Evergreen Advisors have?
Evergreen Advisors has 494 clients and manages $523 million for them, as of March 2026. They include 357 individual clients, 130 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Evergreen Advisors offer?
Evergreen Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Evergreen Advisors charge?
Evergreen Advisors charges 0.25%–1.00% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and has a $2,000 annual minimum.
Source: EVERGREEN ADVISORS, LLC FORM ADV PART 2 - UPDATED 3/31/2026, filed 31 March 2026
Which custodians does Evergreen Advisors use?
Evergreen Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $448M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Evergreen Advisors have?
Evergreen Advisors has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Evergreen Advisors invest in?
At the end of its last fiscal year, Evergreen Advisors’ separately managed accounts held 91% exchange-traded equities, 5% cash and equivalents and 4% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Evergreen Advisors?
Evergreen Advisors’ direct owners are Jayme O'Donnell (50% to 75%), James Place (25% to 50%) and Kyle R Bryant (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Evergreen Advisors get paid?
Evergreen Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Evergreen Advisors?
Evergreen Advisors’ main office is at 1206 Pointe Centre Drive, Suite 160, Chattanooga, TN 37421. Its phone number is 423-933-1814. Its website is evergreenadvisors.com.