# EVERGREEN CAPITAL MANAGEMENT, INC.

EVERGREEN CAPITAL MANAGEMENT, INC. of SANDY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 129764
- Type: SEC-registered investment adviser
- SEC file number: 801-62732
- Location: 7832 S. CARMEL POINTE LN., SANDY, UT, 84093
- Phone: 801-750-3359
- Latest filing: 2024-12-13
- Regulatory AUM: $9.0M
- Discretionary AUM: $9.0M
- Clients: 1
- Accounts: 19

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| ROBERTSON HEATHER A | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| KELLY RYAN F | ANALYST; CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129764/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129764/similar
- Related entities: https://search.stillhousedata.com/firm/129764/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129764

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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.