EVERMAY WEALTH MANAGEMENT, LLC

EVERMAY WEALTH MANAGEMENT, LLC of ARLINGTON, VA is an SEC-registered investment adviser (CRD 149230). Regulatory assets under management: $1.3B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.

Officers, owners & control persons (20)

NameRoleLocation
William Calvin PittPRESIDENT/CO-FOUNDER—
Damon Anthony WhiteCHIEF OPERATING OFFICER/CO-FOUNDER—
Charles Pollard CockeTRUSTEE; TRUSTEE - CHARLES P. COCKE TRUST—
Elizabeth CockeTRUSTEE; TRUSTEE - CHARLES P. COCKE TRUST—
Kris Lee SumnerCHIEF COMPLIANCE OFFICER—
Estela M MccleanTRUSTEE; TRUSTEE - MARSHALL C. MCCLEAN IRREVOCABLE TRUST—
SULLIVAN GREGORY DONALDTRUSTEE; TRUSTEE - YUKON TRUST—
MANNIX GAIL CAROLYNCHIEF COMPLIANCE OFFICER—
FERGUSON JAMES KENNEDYPRINCIPAL—
LARSON ELIZABETH STRICKLANDPRINCIPAL; SENIOR WEALTH ADVISOR/PRINCIPAL—
COCKE CHARLES POLLARDTRUSTEE; TRUSTEE - CHARLES P. COCKE TRUST; TRUSTEE - YUKON TRUST—
WHITE STEPHEN ANTHONYCHIEF OPERATING OFFICER/CO-FOUNDER; CHIEF OPERATING OFFICER/CO-FOUNDER/CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR/PRINCIPAL/CHIEF COMPLIANCE OFFICER—
PITT WILLIAM CALVINMANAGING DIRECTOR/PRINCIPAL; PRESIDENT/CO-FOUNDER—
MCKINLEY BILJANAPRINCIPAL/WEALTH ADVISOR; WEALTH ADVISOR/CO-FOUNDER—
COCKE ELIZABETHTRUSTEE; TRUSTEE - CHARLES P. COCKE TRUST—
SUMNER KRISTAN LEECHIEF COMPLIANCE OFFICER—
MCCLEAN MARSHALL COLETRUSTEE; TRUSTEE - THE MARSHALL C. MCCLEAN LIVING TRUST—
McClean Estela MTRUSTEE; TRUSTEE - MARSHALL C. MCCLEAN IRREVOCABLE TRUST—
Estela M. MccleanTRUSTEE; TRUSTEE - MARSHALL C. MCCLEAN IRREVOCABLE TRUST—
Brandon David WolfTRUSTEE; TRUSTEE - THE BRANDON DAVID WOLF REVOCABLE TRUST / WEALTH ADVISOR—

Branch offices (10)

CityStateEmployeesPhone
GAINESVILLEVA1703 822-5696
——1703-822-5696
VIRGINIA BEACHVA17576228514
——1703-822-5696
ANNAPOLISMD14102686154
GAINESVILLEVA1703 822-5696
——1703-822-5696
VIRGINIA BEACHVA17576228514
——1703-822-5696
ANNAPOLISMD14102686154

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