# EVERGREEN CAPITAL MANAGEMENT LLC

EVERGREEN CAPITAL MANAGEMENT LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 104931
- Type: SEC-registered investment adviser
- SEC file number: 801-20248
- Location: 1412 112TH AVE NE, SUITE 100, BELLEVUE, WA, 98004
- Phone: 425-467-4600
- Latest filing: 2026-03-26
- Regulatory AUM: $7.2B
- Discretionary AUM: $7.2B
- Non-discretionary AUM: $17.7M
- Clients: 37
- Accounts: 3,404

## Business model

- Compensation: % of AUM, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Charities, Corporations, Investment cos, Other

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| William Wyatt Hay | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | Bellevue, WA |
| Tyler Bradley Hay | MEMBER/CHIEF EXECUTIVE OFFICER | — |
| Michael Jay Wiesmann | CUSTOMER RELATIONSHIP MANAGER/MEMBER | — |
| Jeffrey Warren Razore | BRAND DEVELOPMENT MANAGER /MEMBER | — |
| David Mills Hay | MEMBER | — |
| Olesya S Sinitsa | MEMBER | — |
| Jeffrey Michael Eulberg | DIRECTOR OF WEALTH MANAGEMENT AND OWNER; DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL/DIRECTOR OF COMPLIANCE | — |
| Jeffrey B Dicks | CHIEF INVESTMENT OFFICER | — |
| Jeffrey Earl Otis | DIRECTOR OF PRIVATE WEALTH AND OWNER; OWNER | — |
| HAY DAVID MILLS | CO-CHIEF INVESTMENT OFFICER; MEMBER; MEMBER/CHIEF INVESTMENT OFFICER | — |
| MORRIS LARRY PINKLEY | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| MORRIS SHARMON MARIE | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| HAY TYLER BRADLEY | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MEMBER/CHIEF EXECUTIVE OFFICER | — |
| KARR WILLIAM THOMAS | MEMBER | — |
| WATSON ROSANN KAY | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| WIESMANN MICHAEL JAY | CUSTOMER RELATIONSHIP MANAGER/MEMBER; SHAREHOLDER | — |
| DUNN STEPHEN JEROME | CUSTOMER RELATIONSHIP MANAGER/MEMBER; SHAREHOLDER | — |
| RAZORE CJEFF | BRAND DEVELOPMENT MANAGER /MEMBER; SHAREHOLDER | — |
| CREEL KELLY LUSK | SHAREHOLDER | — |
| SINITSA OLESYA S | DIRECTOR OF RESEARCH AND PORTFOLIO MANAGER/MEMBER; MEMBER | — |
| HAY WILLIAM WYATT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| EULBERG JEFFREY MICHAEL | DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL; DIRECTOR OF WEALTH MANAGEMENT, PRINCIPAL/DIRECTOR OF COMPLIANCE | — |
| DICKS JEFFREY B | CO-CHIEF INVESTMENT OFFICER; PORTOLIO MANAGER | — |
| RAZORE JEFFREY WARREN | BRAND DEVELOPMENT MANAGER /MEMBER | — |
| OTIS JEFFREY EARL | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104931/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104931/similar
- Related entities: https://search.stillhousedata.com/firm/104931/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104931

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.