Evergreen Wealth Advisors
- Regulatory AUM
- $112M
- Discretionary
- $112M
- Clients
- 156
- Avg AUM / client
- $721K
- Accounts
- 357
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 134 | $16.0M | 14.2% |
| High net worth individuals | 8 | $58.4M | 52.0% |
| Corporations and other businesses | 14 | $38.1M | 33.8% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bergholm, Paul, Alan | Treasurer | Apr 2023 (3y) | Less than 5% | |
| Caraker, Austen, Lee | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Harris, William, Hamilton | President/Ceo | Apr 2023 (3y) | ≈ 56.25% – 100% via Evergreen Wealth Corporation | |
| Samantha Cecille Muncy | Registered representative | Apr 2024 (2y) | ||
| Joel Jerome Anderson | Registered representative | Dec 2024 (2y) | ||
| Matthew J. Robison | Registered representative | Jan 2025 (2y) | ||
| Jeremy Luke Hamann | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Evergreen Wealth Corporation | Owner | Apr 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Harris, William, Hamilton: 75% – 100% of Evergreen Wealth Corporation × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 03/26/2026 | 999 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
Custody
Reported custodians
- Charles Schwab & Co. $86.1M (77% of AUM) Mar 2026
- Apex Clearing $26.2M (23% 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 26, 2026.
View current Form ADV (SEC/IAPD) ↗