Ward D. Cantrall

EVERGREEN WEALTH

NAPLES, FL 34103

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CRD#: 7015740

Professional summary

Ward Douglas Cantrall JR., CFP®, who also goes by Doug Cantrall, is a registered financial advisor currently at EVERGREEN WEALTH located in Naples, Florida.

Ward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ward has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Doug Cantrall

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ward Douglas Cantrall JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

October 2, 2018 - Present

EVERGREEN WEALTH

Office #1: 2400 Tamiami Trail North Suite 403, Naples, FL 34103Office #2: 1200 Centre West Drive, Springfield, IL 62704

RIA

CRD#: 168998

NAPLES, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVERGREEN WEALTH

CRUMLY AND ASSOCIATES, INC. | TROXELL FINANCIAL ADVISORS | TROXELL FINANCIAL | EVERGREEN WEALTH | CRUMLY AND ASSOCIATES, INCORPORATED

CRD#: 168998 / SEC#: 801-81175

RIA

Registered Investment Advisory firm - (3/24/2015 Approved)

Illinois

Registered Investment Advisory firm - (3/24/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/17/2022)

IAR

Illinois
(10/2/2018)

IAR

Texas
(11/16/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

EVERGREEN WEALTH

CRUMLY AND ASSOCIATES, INC. | TROXELL FINANCIAL ADVISORS | TROXELL FINANCIAL | EVERGREEN WEALTH | CRUMLY AND ASSOCIATES, INCORPORATED

CRD#: 168998 / SEC#: 801-81175

RIA

Registered Investment Advisory firm - (3/24/2015 Approved)

Illinois

Registered Investment Advisory firm - (3/24/2015 Terminated)

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Contact information

Main Address

1200 Centre West Drive, Springfield, IL 62704

Mailing Address

Phone number

(217) 321-3210

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

12 10 2025 TFA FORM ADV PART 2A AND 2B FINAL (12/10/2025)

Regulatory assets under management

Total Number of Accounts	1,500
AUM (Assets Under Management)	$ 969,825,114

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/22/2025	Cover Page	Report
11/08/2024	Cover Page	Report
10/31/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ward D. Cantrall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ward Douglas Cantrall JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERGREEN WEALTH

Primary Firm SEC Registration

EVERGREEN WEALTH

State Registrations and Notice Filings

Exams

Current Firm

EVERGREEN WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EVERGREEN WEALTH

TRUST BUT VERIFY

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