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, SEC-registered RIA organized as an LLC and registered in 2009. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, and it charges a mix of percentage-of-AUM and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutional clients, manager selection, and the publication of investor periodicals. Evermay is not an active ESG investor. The firm was listed among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
3 of 4
Damon White
Chief Operating OfficerCRD 4625892
Kris Sumner
Chief Compliance OfficerCRD 4067325
Mitchel Schlesinger
Chief Investment StrategistCRD 2786730
Contacts
3 of 21
Eric Schaefer
Senior Wealth Advisor, PrincipalCRD 5736537
Brandon Wolf
Managing PrincipalCRD 7210498
Ross Loomis
Director of Research and TradingCRD 6321729
Wealth 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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