# Evergreen Advisors

Evergreen Advisors is a Multi Family Office based in Chattanooga, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chattanooga, United States
- **Region:** North America
- **Address:** 1206 Pointe Centre Drive, Suite 160, Chattanooga, TN 37421
- **Founded:** 2001
- **Assets under management:** 465 (Altss estimate)
- **Website:** evergreenadvisorsllc.com
- **LinkedIn:** https://www.linkedin.com/company/evergreen-advisors

## Regulatory record

- **CRD number:** 149861
- **SEC file number:** 801-70106
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149861

## About

Evergreen Advisors was established in 2001 by Jim Place after he built a fee-only financial planning business and a related radio program. Place remains the central figure, with family members and partners handling compliance and client work. The firm serves multiple families through coordinated investment, estate, and tax services rather than a single-family mandate. The portfolio mixes public equity ETFs with selected private growth and buyout exposure. Confirmed holdings include large positions in Schwab U.S. Broad Market ETF and Schwab International Equity ETF as of 2025 filings. Private activity includes development capital to GoodStorage in 2020 and 2022 plus the 2024 acquisition of GuardeAqui alongside co-investors. Geographic reach centers on North America with activity in the United States and Brazil through the storage platform. Assets under management stand at $465 million. The team includes four named principals and maintains a single headquarters in Tennessee. Service providers include Charles Schwab for custody since 2009 and Right Capital for planning software. No new operational events appear in the last 24 months. The firm’s architecture ties directly to Place’s original planning and media practice, creating an integrated mandate that combines discretionary investment management with multigenerational advisory without external fund vehicles or broad LP commitments.

## Sectors

- GovTech
- Healthcare Services
- SpaceTech
- Industrial Tech
- Digital Health

## People

- James Harral Place — Founder
- Michael Patrick O'Donnell — Managing Member
- Jayme Place O'Donnell — Chief Compliance Officer
- Kyle Bryant — Financial Planner

## Questions

### Who runs investment decisions at Evergreen Advisors?

Jim Place leads as founder. Michael Patrick O'Donnell serves as managing member and Jayme Place O'Donnell acts as chief compliance officer. Kyle Bryant supports as financial planner.

### Does Evergreen Advisors participate in fund commitments or only direct deals?

The firm holds public ETFs and has made direct private investments such as the 2020 and 2022 rounds into GoodStorage. No external fund commitments are disclosed.

### What investment stages does Evergreen Advisors typically target?

Confirmed activity covers early stage and growth investments. Public holdings focus on broad market and dividend equities.

### Which sectors does Evergreen Advisors explicitly avoid?

No explicit avoidance list is published. Confirmed exposure includes technology, healthcare services, and industrial sectors.

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- [H2O Retailing Corporation](https://altss.com/profile/h2o-retailing-corporation)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/evergreen-advisors-llc

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