Wealth manager, independent · Springfield, IL
Evergreen Wealth
Crumly and Associates, Incorporated · SEC-registered investment adviser · CRD 168998 · SEC 801-81175
At a glance
Evergreen Wealth is an SEC-registered investment adviser based in Springfield, Illinois, with $1.2B in regulatory assets under management as of its Form ADV filed June 10, 2026. It reports 573 individual clients, 139 of them high-net-worth, holding an average of about $1.1 million each, and 12 employees. That ranks it 928th among the nation’s 5,657 independent wealth management RIAs and 38th of 226 in Illinois. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Matrix Trust.
Main office 217-321-3210LinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #928 of 5,657
- Rank among all SEC RIAs
- #4,893 of 17,210
- Rank in Illinois
- #38 of 226
- Individual clients
- 573
- High-net-worth clients
- 139
- Accounts
- 1,691
- Discretionary
- 66% of AUM
- Employees
- 12
- Advisory staff
- 6
- Offices
- 2
Owners and executives on its Form ADV
- Kevin W. CrumlyChairman of the Board, Chief Investment Officer and Wealth Advisor
- Scott M. NorrisChief Executive Officer and Wealth Advisor
- Erin M. CrumlyPresident and Wealth Advisor
- David A. CrumlySecretary and Treasurer
- Todd C. GreenShareholder
- Bridget K. JohnsonChief Compliance Officer
- Ward D. CantrallWealth Advisor
- Colleen M. GotsisShareholder
Custody and brokerage
Broker-dealer
No broker-dealer ties
Evergreen Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 139 | $418M | 35% |
| Pension and profit sharing plans | 58 | $387M | 33% |
| Individuals | 434 | $186M | 16% |
| Corporations or other businesses | 42 | $185M | 16% |
| Charitable organizations | 6 | $4M | <1% |
Disciplinary disclosures
Evergreen Wealth reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Evergreen Wealth
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,095 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Illinois
All of Illinois →| Firm | Regulatory AUM | Clients |
|---|---|---|
| KEB Wealth AdvisorsSpringfield | $1.3B | 662 |
| Chicago Oakbrook Financial GroupOak Brook | $1.2B | 1,336 |
| Sikich FinancialSpringfield | $1.2B | 1,124 |
| Lake StreetChicago | $1.2B | 598 |
| Arthur M. Cohen & Associates LLCNorthbrook | $1.1B | 189 |
| Goldstone Financial Group, LLCOakbrook Terrace | $1.1B | 1,675 |
Background
Questions
How much does Evergreen Wealth manage?
Evergreen Wealth reports $1.2B in regulatory assets under management across 1,691 accounts, 66% of it on a discretionary basis, on its Form ADV filed June 10, 2026.
How many clients does Evergreen Wealth have?
It reports 573 individual clients: 139 high-net-worth individuals and 434 other individuals. Individuals account for about 51% of its regulatory assets.
Where is Evergreen Wealth headquartered?
Its main office is in Springfield, Illinois. It reports 2 offices in total and 12 employees, 6 of whom perform investment advisory functions.
How does Evergreen Wealth charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Evergreen Wealth use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Matrix Trust. On Schedule D of its Form ADV filed June 10, 2026, it reports these amounts held: Charles Schwab ($891M); Matrix Trust ($195M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Evergreen Wealth a hybrid RIA with a broker-dealer?
Evergreen Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Evergreen Wealth a fiduciary?
As an SEC-registered investment adviser, Evergreen Wealth owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Evergreen Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →