EVERGREEN CAPITAL HOLDINGS, LLC

EVERGREEN CAPITAL HOLDINGS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 312345). Regulatory assets under management: $21.4M.

Registration

• CRD: 312345
• Type: Registered investment adviser
• Location: 23 CORPORATE PLAZA DR. #150, NEWPORT BEACH, CA, 92660
• Phone: (949) 771-7744
• Latest filing: 2026-04-19
• Regulatory AUM: $21.4M
• Discretionary AUM: $21.4M
• Clients: 2
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312345 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search