Kaitlenn Elizabeth Vercio
Investment adviser representative at Evergreen Capital Management LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Evergreen Capital Management LLCSep 2015 to now
- Evergreen GavekalSep 2015 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Evergreen Capital Management LLC
$7.2BAssets managed
1,157Clients
28Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5954260
- Firm CRD
- 104931