# EVERMAY WEALTH MANAGEMENT, LLC

EVERMAY WEALTH MANAGEMENT, LLC of ARLINGTON, VA is an SEC-registered investment adviser.

## Registration

- CRD: 149230
- Type: SEC-registered investment adviser
- SEC file number: 801-70170
- Location: 3901 FAIRFAX DRIVE, SUITE 400, ARLINGTON, VA, 22203
- Phone: 703 822-5696
- Latest filing: 2026-03-27
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $44.7M
- Clients: 24
- Accounts: 1,957

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| William Calvin Pitt | PRESIDENT/CO-FOUNDER | — |
| Damon Anthony White | CHIEF OPERATING OFFICER/CO-FOUNDER | — |
| Charles Pollard Cocke | TRUSTEE; TRUSTEE - CHARLES P. COCKE TRUST | — |
| Elizabeth Cocke | TRUSTEE; TRUSTEE - CHARLES P. COCKE TRUST | — |
| Kris Lee Sumner | CHIEF COMPLIANCE OFFICER | — |
| Estela M Mcclean | TRUSTEE; TRUSTEE - MARSHALL C. MCCLEAN IRREVOCABLE TRUST | — |
| SULLIVAN GREGORY DONALD | TRUSTEE; TRUSTEE - YUKON TRUST | — |
| MANNIX GAIL CAROLYN | CHIEF COMPLIANCE OFFICER | — |
| FERGUSON JAMES KENNEDY | PRINCIPAL | — |
| LARSON ELIZABETH STRICKLAND | PRINCIPAL; SENIOR WEALTH ADVISOR/PRINCIPAL | — |
| COCKE CHARLES POLLARD | TRUSTEE; TRUSTEE - CHARLES P. COCKE TRUST; TRUSTEE - YUKON TRUST | — |
| WHITE STEPHEN ANTHONY | CHIEF OPERATING OFFICER/CO-FOUNDER; CHIEF OPERATING OFFICER/CO-FOUNDER/CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR/PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| PITT WILLIAM CALVIN | MANAGING DIRECTOR/PRINCIPAL; PRESIDENT/CO-FOUNDER | — |
| MCKINLEY BILJANA | PRINCIPAL/WEALTH ADVISOR; WEALTH ADVISOR/CO-FOUNDER | — |
| COCKE ELIZABETH | TRUSTEE; TRUSTEE - CHARLES P. COCKE TRUST | — |
| SUMNER KRISTAN LEE | CHIEF COMPLIANCE OFFICER | — |
| MCCLEAN MARSHALL COLE | TRUSTEE; TRUSTEE - THE MARSHALL C. MCCLEAN LIVING TRUST | — |
| McClean Estela M | TRUSTEE; TRUSTEE - MARSHALL C. MCCLEAN IRREVOCABLE TRUST | — |
| Estela M. Mcclean | TRUSTEE; TRUSTEE - MARSHALL C. MCCLEAN IRREVOCABLE TRUST | — |
| Brandon David Wolf | TRUSTEE; TRUSTEE - THE BRANDON DAVID WOLF REVOCABLE TRUST / WEALTH ADVISOR | — |


## Branch offices (10)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| GAINESVILLE | VA | 1 | 703 822-5696 |
| — | — | 1 | 703-822-5696 |
| VIRGINIA BEACH | VA | 1 | 7576228514 |
| — | — | 1 | 703-822-5696 |
| ANNAPOLIS | MD | 1 | 4102686154 |
| GAINESVILLE | VA | 1 | 703 822-5696 |
| — | — | 1 | 703-822-5696 |
| VIRGINIA BEACH | VA | 1 | 7576228514 |
| — | — | 1 | 703-822-5696 |
| ANNAPOLIS | MD | 1 | 4102686154 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149230/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149230/similar
- Related entities: https://search.stillhousedata.com/firm/149230/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149230

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.