EVERMAY WEALTH MANAGEMENT, LLC
Latest filing: May 27, 2025 (42 days ago)
AUM
$1,180,517,977
11% change vs. 1 year ago
38% change vs. 3 years ago
81% change vs. 5 years ago
194% change vs. 10 years ago
Employee Count
24
14% change vs. 1 year ago
41% change vs. 3 years ago
100% change vs. 5 years ago
167% change vs. 10 years ago
Main Office
ARLINGTON, VA
3901 FAIRFAX DRIVE, ARLINGTON, VA, UNITED STATES, 22203
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.1 |
| Non-Discretionary | $0.0 |
| Total | $1.2 |
| Client | AUM |
|---|---|
| Retail | $1.1 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $1.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 311 | $0.2 |
| Average Individual AUM | $536,129 | |
| HNW | 206 | $0.9 |
| Average HNW AUM | $4,504,444 | |
| Retail Total | 517 | $1.1 |
| Average Retail AUM | $2,117,314 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $1.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.2 |
| Retail SMA AUM | $1.1 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 16% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 22% | $0.3 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 55% | $0.6 |
| Other Pools | 4% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| PITT, WILLIAM, CALVIN | PRESIDENT/CO-FOUNDER |
| WHITE, DAMON, ANTHONY | CHIEF OPERATING OFFICER/CO-FOUNDER |
| COCKE, CHARLES, POLLARD | TRUSTEE - CHARLES P. COCKE TRUST, TRUSTEE |
| COCKE, ELIZABETH | TRUSTEE - CHARLES P. COCKE TRUST, TRUSTEE |
| SUMNER, KRIS, LEE | CHIEF COMPLIANCE OFFICER |
| MCCLEAN, ESTELA, M. | TRUSTEE - MARSHALL C. MCCLEAN IRREVOCABLE TRUST, TRUSTEE |
ADVDB.CO • SOURCE: SEC
Representatives
14 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ELIOT SIMON | ARLINGTON | VA | CERTIFIED FINANCIAL PLANNER | ||||||
| ELIZABETH LARSON | ARLINGTON | VA | S65|1992-06-01 | CHARTERED FINANCIAL ANALYST | |||||
| MITCHEL SCHLESINGER | ARLINGTON | VA | S63|1996-09-12|S65|1996-10-10 | CHARTERED FINANCIAL ANALYST | |||||
| JENNIFER STEWART | ARLINGTON | VA | S65|2023-02-18 | ||||||
| ROSS LOOMIS | ARLINGTON | VA | S65|2014-05-21 | CHARTERED FINANCIAL ANALYST | |||||
| CHRIS WHALEN | ARLINGTON | VA | S63|1996-10-18|S65|2021-06-10 | ||||||
| ERIC SCHAEFER | ARLINGTON | VA | S66|2010-03-06 | CERTIFIED FINANCIAL PLANNER | |||||
| CARRIE MALATESTA | ARLINGTON | VA | S65|2024-01-08 | ||||||
| WILLIAM PITT | ARLINGTON | VA | S63|1994-04-20|S65|1996-08-01 | ||||||
| BRIAN FYOCK | ARLINGTON | VA | CERTIFIED FINANCIAL PLANNER | ||||||
| JONI ALT | ARLINGTON | VA | S63|1986-08-28|S65|1997-10-23 | CERTIFIED FINANCIAL PLANNER | |||||
| DAMON WHITE | ARLINGTON | VA | S66|2004-04-28 | ||||||
| ANDREW SPONAUGLE | ARLINGTON | VA | S65|2008-04-29|S63|2017-10-28 | CERTIFIED FINANCIAL PLANNER | |||||
| ERIC REIGEL | ARLINGTON | VA | S66|2016-10-05 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.2 | $0.0 | 0% | 24 | 0 | 0% |
| 2025-04-21 | $1.2 | $0.0 | 0% | 24 | 0 | 0% |
| 2024-04-02 | $1.1 | $0.1 | 11% | 21 | 3 | 14% |
| 2023-04-04 | $0.8 | $0.4 | 48% | 16 | 8 | 50% |
| 2022-04-01 | $0.9 | $0.3 | 38% | 17 | 7 | 41% |
| 2021-04-05 | $0.7 | $0.4 | 60% | 11 | 13 | 118% |
| 2020-04-01 | $0.7 | $0.5 | 81% | 12 | 12 | 100% |
| 2019-04-01 | $0.6 | $0.6 | 114% | 13 | 11 | 85% |
| 2018-04-02 | $0.5 | $0.6 | 119% | 11 | 13 | 118% |
| 2017-04-01 | $0.4 | $0.8 | 176% | 9 | 15 | 167% |
| 2016-04-01 | $0.4 | $0.8 | 198% | 9 | 15 | 167% |
| 2015-04-01 | $0.4 | $0.8 | 194% | 9 | 15 | 167% |
| 2014-04-01 | $0.3 | $0.8 | 244% | 8 | 16 | 200% |
| 2013-04-01 | $0.3 | $0.9 | 299% | 7 | 17 | 243% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| VA, CA-03/27/2009, CO-10/11/2021, CT-01/03/2023, DC-03/27/2009, DE-01/03/2023, FL-04/27/2009, GA-01/03/2023, IL-10/29/2021, MA-03/27/2009, MD-03/27/2009, MI-01/22/2010, MT-03/28/2024, NC-01/07/2013, NH-06/02/2021, NJ-03/20/2020, NY-04/27/2009, OR-12/03/2021, PA-01/07/2013, SC-01/22/2010, TN-03/28/2024, TX-04/24/2009, VA-03/27/2009, WA-12/03/2021, WV-01/22/2010 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV