About Evergreen Capital Management LLC
<p>Founded in 1989, Evergreen Capital Management LLC is a fee-only registered investment advisor based in Omaha in the greater Omaha–Council Bluffs metro. The firm reports $5.2B in assets under management (2026) and works with individuals, foundations, retirement plans, and institutional clients.</p> <p>For plan sponsors, Evergreen acts as a 3(38) investment manager, taking discretionary responsibility for selecting and monitoring investments. That role can help committees streamline investment decisions and document an ongoing fiduciary process.</p> <p>Evergreen is registered in Nebraska, Georgia, Illinois, Iowa, New Jersey, and Texas. Securities are offered through TradePMR, Inc., Member FINRA/SIPC, while advisory services are provided by Evergreen Capital Management.</p> <p>What differentiates the firm is its fee-only structure paired with 3(38) discretion for retirement plans, which can reduce conflicts and clarify responsibility for investment management.</p> <ul> <li>Fee-only RIA founded in 1989</li> <li>3(38) discretionary investment management for retirement plans</li> <li>Works with individuals, foundations, retirement plans, and institutions</li> <li>Registered in NE, GA, IL, IA, NJ, and TX</li> <li>TradePMR, Inc. (FINRA/SIPC) brokerage platform for securities</li> </ul>
Website: https://www.evergreencapitalomaha.com/
Founded: 1989
Employees: 1
Office Locations
- Omaha, NE (Headquarters)
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $5.2B