Fee-only adviser · Newport Beach, CA
Evergreen Capital Holdings, LLC
Evergreen Capital Holdings, LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in Newport Beach, California. On its latest Form ADV, filed April 19, 2026, it reports $21M in regulatory assets under management and 4 individual clients. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 312345 |
| Office | 23 Corporate Plaza DR. #150 Newport Beach, CA 92660 |
| Phone | (949) 771-7744 |
| Website | www.evergreencap.com |
| Regulatory assets under management | $21M |
| Individual clients | 0 non-high-net-worth, 4 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Newport Beach
- Knightsbridge Wealth Management $1.1B
- RS Crum Inc. $721M
- Spectrum Asset Management Inc $657M
- Noble Wealth Management, Inc. $223M
- Procore Advisors, LLC $144M
- Tarbox Family Office, Inc. $954M
See all 63 fee-only advisers in Newport Beach →
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