Evergreen Capital Management LLC

Overview

Evergreen Capital Management LLC is an SEC registered investment adviser based in Bellevue, WA, registered since 1983. It reports $7.2B in assets under management across 3,404 accounts, with 37 employees. It has 27 investment adviser representatives.

Reported AUM

$7.2B

Discretionary

100%

Accounts

3,404

Average account

$2.1M

Employees

37

Advisory reps

27

Registered since

1983

Jurisdictions

42

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 9

• Tyler Bradley Hay Chief Executive Officer CRD 5749343
• Jeffrey Earl Otis Director of Private Wealth, Owner CRD 5423202
• Jeffrey Michael Eulberg Director of Wealth Management, Owner CRD 5749416

6 more executive officers, with direct contact details

Advisory reps 3 of 27

• Joshua Thomas Bilisko Investment Adviser Rep CRD 7295532
• Elizabeth Z. Blasingame Insurance Agent · Investment Adviser Rep CRD 5150312
• Lenora C Brekke Investment Adviser Rep CRD 7540189

24 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1412 112th Ave NE Ste 100
Bellevue, WA 98004

County

King

Metro area

Seattle-Tacoma-Bellevue, WA

Region

West

Registrations

• SEC registered
• Registered in 42 jurisdictions
• Website: evergreengavekal.com

Every state, with registration dates

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