# Evergreen Capital Management LLC
Source: https://planprovider.pro/provider/evergreen-capital-management-llc

> 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 f…

Retirement Plan Advisor

Omaha, NE

## 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/](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

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