Evergreen Advisors, Llc
- Regulatory AUM
- $523M
- Discretionary
- $456M
- Clients
- 494
- Avg AUM / client
- $1.1M
- Accounts
- 1,440
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 168 positions, $425,788,848)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | US BRD MKT ETF | $157,631,813 | 6,280,152 | 37.0% | 30.2% |
| 2 | Schwab Strategic Tr | INTL EQTY ETF | $61,154,746 | 2,470,899 | 14.4% | 11.7% |
| 3 | Vanguard Scottsdale Fds | INT-TERM CORP | $50,883,772 | 614,910 | 12.0% | 9.73% |
| 4 | Schwab Strategic Tr | US DIVIDEND EQ | $47,587,136 | 1,551,080 | 11.2% | 9.1% |
| 5 | Vanguard Scottsdale Fds | INTER TERM TREAS | $34,570,540 | 580,530 | 8.12% | 6.61% |
| 6 | Vanguard Scottsdale Fds | MTG-BKD SECS ETF | $32,528,542 | 692,834 | 7.64% | 6.22% |
| 7 | Ishares Tr | CORE S&P SCP ETF | $22,697,896 | 182,591 | 5.33% | 4.34% |
| 8 | State Str Spdr S&P 500 Etf T | TR UNIT | $2,990,914 | 4,599 | 0.7% | 0.57% |
| 9 | Vanguard Specialized Funds | DIV APP ETF | $1,482,871 | 6,895 | 0.35% | 0.28% |
| 10 | Apple Inc | COM | $1,076,085 | 4,240 | 0.25% | 0.21% |
| 11 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $1,000,291 | 20,050 | 0.23% | 0.19% |
| 12 | Ishares Tr | RUS 1000 VAL ETF | $882,030 | 4,128 | 0.21% | 0.17% |
| 13 | Vanguard Index Fds | TOTAL STK MKT | $854,288 | 2,663 | 0.2% | 0.16% |
| 14 | Ishares Tr | CORE US AGGBD ET | $804,186 | 8,101 | 0.19% | 0.15% |
| 15 | Vanguard Intl Equity Index F | ALLWRLD EX US | $738,295 | 9,831 | 0.17% | 0.14% |
| 16 | Schwab Strategic Tr | US LCAP VA ETF | $698,267 | 22,894 | 0.16% | 0.13% |
| 17 | Broadcom Inc | COM | $544,428 | 1,759 | 0.13% | 0.1% |
| 18 | Smartfinancial Inc | COM NEW | $462,553 | 11,836 | 0.11% | 0.09% |
| 19 | Nvidia Corporation | COM | $343,223 | 1,968 | 0.08% | 0.07% |
| 20 | Lowes Cos Inc | COM | $333,183 | 1,410 | 0.08% | 0.06% |
| 21 | Alphabet Inc | CAP STK CL A | $295,612 | 1,028 | 0.07% | 0.06% |
| 22 | Vanguard Index Fds | SMALL CP ETF | $235,237 | 898 | 0.06% | 0.04% |
| 23 | Vanguard Index Fds | GROWTH ETF | $218,062 | 499 | 0.05% | 0.04% |
| 24 | Microsoft Corp | COM | $211,367 | 571 | 0.05% | 0.04% |
| 25 | Home Depot Inc | COM | $203,867 | 620 | 0.05% | 0.04% |
Top 25 of 168 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 357 | $148M | 28.3% |
| High net worth individuals | 130 | $276M | 52.7% |
| Pension and profit sharing plans | 7 | $97.8M | 18.7% |
| Corporations and other businesses | Fewer than 5 clients | $1.4M | 0.26% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southern Land Company Retirement Plan Redwood Slc Holdings, Llc | 2024 | |
| Intersign Corporation Profit Sharing Plan Intersign Corporation | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Harral Place | Managing Member | CFP | Oct 2008 (18y) | 50% – 75% |
| O'donnell, Jayme, Place | Member & Chief Compliance Officer | Oct 2008 (18y) | 50% – 75% | |
| Michael Patrick O'donnell | Registered representative | CFP | May 2009 (17y) |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southern Land Company Retirement Plan | Redwood Slc Holdings, Llc | 470 | $33.4M | 01/01/2024 |
| Intersign Corporation Profit Sharing Plan | Intersign Corporation | 195 | $12.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 910 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF PLAN ASSETS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $448M (86% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗