Sage Noel Swanson
Investment adviser representative at Evergreen Capital Management LLC
11 yearsExperience
1 stateRegistered in
$7.2BFirm assets
42 yearsFirm in business
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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 LLCDec 2022 to now
- Ten Capital Wealth Advisors, LLCAug 2020 to Nov 2022
- Whitworth UniversityFeb 2018 to Jun 2020
- StudentAug 2016 to Jan 2019
- Idaho Self DirectSep 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7459863
- Firm CRD
- 104931