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 and first registered in 2009. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and businesses, selection of external managers, and the publication of periodic newsletters. Its billing is a mix of AUM-based fees and fixed fees. Evermay does not characterize itself as an active ESG investor. The firm has been recognized by FA Magazine as a Top RIA Firms entrant 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 Funds55%
- US Government Bonds22%
- Exchange Traded Equities16%
- Private Funds4%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3KRIS SUMNER
Chief Compliance OfficerCRD 4067325
MITCHEL SCHLESINGER
Chief Investment StrategistCRD 2786730
DAMON WHITE
Chief Operating OfficerCRD 4625892
Contacts
3 of 20ELIZABETH COCKE
TrusteeCRD 5662999
Brian Fyock
Director of Wealth ServicesCRD 7829330
ERIC SCHAEFER
Senior Wealth Advisor, PrincipalCRD 5736537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 276Active vs passive
$1B in ETFs
92%
$931M
3%
$83.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI) | State Street | Passive | Intermediate Government | $141M | 4,915,972 | 13.89% |
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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