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KC

Kaeli Creed

EVERGREEN CAPITAL MANAGEMENT LLC
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 7473444
KC

Professional summary

Kaeli Creed, who also goes by Kaeli Kaainoa, is a registered financial advisor currently at EVERGREEN CAPITAL MANAGEMENT LLC located in Bellevue, Washington.

Kaeli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kaeli has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kaeli Kaainoa

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 Kaeli Creed'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®
None

Experience

Current

November 23, 2021 - Present

EVERGREEN CAPITAL MANAGEMENT LLC

Office #1: 1412 112th Ave Ne Suite 100, Bellevue, WA 98004
RIA
CRD#: 104931
Bellevue, WA

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".
EC
EVERGREEN CAPITAL MANAGEMENT LLC
EVERGREEN CAPITAL MANAGEMENT LLC | EVERGREEN GAVEKAL

CRD#: 104931 / SEC#: 801-20248

RIA
Registered Investment Advisory firm - (12/1/1983 Approved)

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
Washington
(11/23/2021)

Exams

Current Firm

EC
EVERGREEN CAPITAL MANAGEMENT LLC
EVERGREEN CAPITAL MANAGEMENT LLC | EVERGREEN GAVEKAL

CRD#: 104931 / SEC#: 801-20248

RIA
Registered Investment Advisory firm - (12/1/1983 Approved)
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Contact information

Main Address
1412 112th Ave Ne Suite 100, Bellevue, WA 98004
Mailing Address
Phone number
(425) 467-4600
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (42 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVERGREEN ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts3,147
AUM (Assets Under Management)$ 5,217,923,207

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/24/2025
Cover Page
Report
10/28/2024
Cover Page
Report
12/21/2023
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.

Company Information

EVERGREEN CAPITAL MANAGEMENT LLC

CRD#: 104931Bellevue, WA 98004

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