Full text of EVERGREEN ADVISORS CAPITAL LLC's X-17A-5 filed 2024-02-28 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # **EVERGREEN ADVISORS CAPITAL, LLC** Statement of Financial Condition Year Ended December 31, 2023 (FILED AS PUBLIC INFORMATION PURSUANT TO RULE 17a-5(d) UNDER THE SECURITIES EXCHANGE ACT OF 1934 {1}------------------------------------------------ UNITED STATES SECURITIES ANO EXCHANGE COMMISSION Washington, O.C. 20549 0MB APPROVAL 0MB Number: 3235-0123 Expiru: Nov. 30, 2026 Estirn1tecl **average burden** hours per response: 12 SEC FILE NUMBER # ANNUAL REPORTS FORM X-17A-5 PART Ill | 8-69143 | |---------| | | # FACING **PAGE** Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 FILING FOR THE PERIOD BEGINNING \_\_\_ 0\_1\_/0\_1\_/2\_3 \_\_ AND ENDING \_\_\_ 12/ \_ 3\_1/\_2\_3 \_\_ MM/DD/VY MM/00/YY A. REGISTRANT IDENTIFICATION NAME oF FIRM: Evergreen Advisors Capital,LLC lYPE OF REGISTRANT (check all applicable **boxes):** Xl Broker-dealer D Security-based swap dealer D Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P .0. box no.) 10440 Little Patuxent Parkway, 12th floor **(No. and** street) Columbia Maryland (City) **(State)** PERSON TO CONTACT WITH REGARD TO THIS FILING 21044 (Zip Code) Alexander Baltovski 646-957-2715 abaltovski@mavenstrategic.com (Name) (Area Code-Telephone Number) (Email Address) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNT ANT whose reports are contained in this filing• Cherry Bekaert, LLP 200 South Street (Name - if individual, state last. first. and middle name) Richmond Virginia 27608 | (Zip Code)<br>(State) | | |-----------------------|--------------------------------------------------------------------------------------------------------| | | | | 677 | | | | | | | | | | '"°"""'" N•mbe<, • ,ppUo,bl,) I<br>of RoOstration with PCAOBJI• "";"~" FOR OFFICIAL USE ONLY<br>(PCAOB | • Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S(e)(l)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a rurrently valid 0MB control number. {2}------------------------------------------------ #### OATH OR AFFIRMATION | | Rick Kohr | |…Read the full text as markdown