Evergreen Summit Advisors, Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 342978
·
· evergreensummitadvisors.com
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ADV data as of Sep 01, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$0
Aug 26, 2026
Sep 1, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 01, 2026
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports having 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: Sep 01, 2026.
View current Form ADV (SEC/IAPD) ↗