Evermay Wealth Management, LLC
Firm details
- Headquarters
- Arlington, Virginia
- CRD number
- 149230
- Registered since
- March 27, 2009
- Website
- evermay.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.51%
- Individuals13.17%
- Corporations / Businesses0.81%
- Charitable Organizations0.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Evermay Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (initial registration 2009) and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and publishing periodic market commentary. Fees are charged both as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor. Evermay received recognition from FA Magazine as a Top RIA Firms honoree in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities16%
- US Government Bonds9%
- Cash & Cash Equivalents2%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 251Active vs passive
$1.1B in ETFs
91%
$1B
3%
$99.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI) | State Street | Passive | Intermediate Government | $144M | 5,078,669 | 13.09% |
Location
Arlington, VA
Arlington
Location
Arlington, VA
Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Arlington
- Address
- 3901 Fairfax Dr
- Time zone
- ET (UTC-5)
- Office locations
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