Evergreen Advisors, LLC
Evergreen Advisors, LLC is an investment advisory firm headquartered in Chattanooga, Tennessee. Founded in 2018, the firm provides asset management and investment advisory services, primarily serving institutional investors and pooled investment vehicles. Evergreen Advisors, LLC is a registered investment adviser (RIA) and manages portfolios across equities and fixed income. The firm has an estimated workforce of 50 employees and competes with other mid-sized asset managers in the United States.
Investment Strategy
Evergreen Advisors, LLC utilizes a diversified investment strategy that emphasizes broad equity and fixed income exposure, primarily through exchange-traded funds and diversified mutual funds. The firm's approach is to build portfolios aligned with clients' risk tolerance, using low-cost indexed products as core holdings and incrementally adjusting positions based on market dynamics and client objectives. The firm places strong emphasis on risk management, asset allocation, and maintaining broad diversification, aiming for long-term capital appreciation while managing downside risk for institutional clients.
Latest 13F Filing Activity
Evergreen Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 22 equity positions with a total 13F market value of $377M. The fund increased holdings in Schwab Strategic TR, Schwab Strategic TR, Ishares TR among other positions. Evergreen Advisors, LLC reduced exposure to Schwab Strategic TR, Vanguard Scottsdale FDS, Apple Inc. among others.
Top Holdings
Equity Positions (22)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 38.95% | $147.0M | 6,170,240 | $11.46 | $23.83 | +$11.9M |
S SCHF | SCHWAB STRATEGIC TR | 14.17% | $53.5M | 2,419,768 | $15.41 | $22.10 | +$4.8M |
V VCIT | VANGUARD SCOTTSDALE FDS | 12.40% | $46.8M | 564,549 | $78.45 | $82.92 | +$68.2K |
S SCHD | SCHWAB STRATEGIC TR | 10.14% | $38.3M | 1,444,389 | $25.36 | $26.50 | -$2.0M |
V VGIT | VANGUARD SCOTTSDALE FDS | 8.60% | $32.5M | 543,032 | $58.44 | $59.81 | -$322.3K |