EVERGREEN ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Tennessee, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,355	$350.8M
Non-Discretionary	5	$46.5M
Total	1,360	$397.3M

Clients

Type	Number	RAUM
Individuals	380	$148.5M
HNW Individuals	90	$173.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	6	$75.8M
Charitable organizations	<5	$43,041
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	5
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesGENERAL INVESTMENT CONSULTING
Compensation	% of AUMHourly chargesFixed feesPERCENTAGE OF PLAN ASSETS

Identifiers

SEC RIA File Number	801-70106
SEC ERA File Number	801-70106
SEC CIK Numbers	1762294
SEC CRD Numbers	149861
Legal Entity Identifier	None

Principal Office

1206 POINTE CENTRE DRIVE
SUITE 160
CHATTANOOGA
TN
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic