Fee-only adviser · Sandy, UT
Evergreen Capital Management, Inc.
Evergreen Capital Management, Inc. is a fee-only investment adviser registered with the securities regulator of Utah, with its main office in Sandy, Utah. On its latest Form ADV, filed December 13, 2024, it reports $9.0M in regulatory assets under management, 14 individual clients and 1 employee who gives investment advice. 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: Utah |
|---|---|
| Firm CRD number | 129764 · SEC file 801-62732 |
| Office | 7832 S. Carmel Pointe LN. Sandy, UT 84093 |
| Phone | (801) 750-3359 |
| Website | Not listed |
| Regulatory assets under management | $9.0M |
| Individual clients | 3 non-high-net-worth, 11 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | December 13, 2024 |
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 Sandy
- Net Worth Advisory Group, LLC $838M
- Olympus Peaks Financial, LLC $141M
- RFK Capital Management Not reported
- Verticus Advisors Inc. $692K
- Harvest Lane Investment Partners, LLC. Not reported
- Terrion Advisors, Inc. $32M
See all 7 fee-only advisers in Sandy →
Nearby
- Cottonwood Heights 5 firms
- Midvale 1 firm
- South Jordan 5 firms
- West Jordan 1 firm
- Draper 5 firms
- Millcreek 1 firm
- Holladay 3 firms
- Bluffdale 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Evergreen Capital Management, Inc.? Update this listing.