Thomas Spencer Eulberg
Financial advisor at Evergreen Capital Management LLC · Bellevue, WA
Last updated 2026-10-10
Claim your profileThomas Spencer Eulberg is a financial advisor at Evergreen Capital Management LLC in Bellevue, WA, CRD 6969272. IAPD registration began 2018-08-07.
Registration
- CRD number
- 6969272
- Registration status
- Active
- IAPD registration
- 2018-08-07
- Industry Experience
- 8 years
- Work Experience
- 16 years
- States registered
- TX, WA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- CFP®
Work history
- 2010-09 to Present · Evergreen Gavekal · Bellevue, WA
Current employment
- Evergreen Capital Management LLC · Bellevue, WA
Evergreen Capital Management LLC
- Regulatory AUM
- $7,185,104,271
- Registered advisors
- 28
- Offices
- 7
- Clients per advisor
- 41.3 (Low)
- Average AUM per client
- $6.2M (Moderate)
- High-net-worth client ratio
- 65.2% (High)
Evergreen Capital Management LLC: advisors, services and reported ETF investments
About
Thomas Spencer Eulberg is a CFP® financial advisor at Evergreen Capital Management LLC in Bellevue, WA. The latest record indicates 8 years of industry experience and 16 years of reported work history. Reported roles include Evergreen Gavekal.
Evergreen Capital Management LLC's firm-level Form ADV reports 28 advisors across 7 offices; approximately 41.3 clients per advisor, average assets per client of $6,210,116, and regulatory AUM of $7.2B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Selection of Other Advisers, Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $1.9B across 216 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Thomas Spencer Eulberg personally.
Reported ETF positions
Evergreen Capital Management reports 216 ETF positions worth $1.9B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IEMG — iShares Core MSCI Emerging Markets ETF | $234.4M |
| IEI — iShares 3-7 Year Treasury Bond ETF | $85.8M |
| VNQ — Vanguard Real Estate ETF | $75.4M |
| SHY — iShares 1-3 Year Treasury Bond ETF | $59.8M |
| PAVE — Global X U.S. Infrastructure Development ETF | $54.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Evergreen Capital Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $11.9M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $25.7M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | DMBS — DoubleLine Mortgage ETF | $33.3M | Top 99.5% | Residual alpha +0.60% · Residual Sharpe 0.10 |
| Diversification Benefits | COLO — Global X MSCI Colombia ETF | $1.4M | Top 99.6% | Replicability (R²) 20.4% · Residual Sharpe 0.69 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Evergreen Capital Management LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
- Other
Business and affiliations
- Trust Company
- Accountant or Accounting Firm
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
1412 112th Ave NE, Bellevue, WA 98004
25 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 425-467-4600
- Website: evergreengavekal.com
Official record
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