Evergreen Capital Management Inc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 104670
· SEC file 801-35757
· Omaha, NE
· evergreencapitalomaha.com
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ADV data as of Jul 22, 2026
- Regulatory AUM
- $30.2M
- Discretionary
- $17.5M
- Clients
- 79
- Avg AUM / client
- $382K
- Accounts
- 79
- Employees
- 1
AUM over time
$30.2M
$30.2M
Feb 2, 2026
Jul 22, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 75 | $11.7M | 38.7% |
| Charitable organizations | 1 | $5.8M | 19.2% |
| Corporations and other businesses | 3 | $12.7M | 42.1% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Leroy Green | Registered representative | Oct 2019 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/02/2026 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗