$1.3B Total AUM
$1.3B Disc. AUM
-- 3Y CAGR
24 Employees
567 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2009
- Office Locations
- 2
Office Locations
2388 Liberty WAY Suite 201 Virginia Beach VA
3901 Fairfax Drive Suite 400 Arlington VA
About Evermay Wealth Management, LLC
Evermay Wealth Management is a Virginia-based, fee-only fiduciary RIA providing highly personalized financial planning alongside discretionary investment management, including estate planning and retirement plan solutions. Portfolios are implemented primarily with public funds and ETFs alongside fixed income. Primary custodian is Charles Schwab.
Team overview
50 AVG AGE
$78.2M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
6.5 yrs AVG TENURE
24 Employees
17 Advisory Reps
19 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Prime Quantum Atlas crest Beacon matrix Pathway Legacy Insight Fusion catalyst Oak Value radial
Client Personas
Ember
CRM
Element
Investment Themes
Radial Prime Focus wave
Investment Vehicles
Harbor Alpha momentum
Platform
Foundation
Services
Peak glacier Delta glacier Foundation zenith Peak Signal crest Signal
Owner & Executives
WILLIAM CALVIN PITT IV
Co-founder, President
- CRD
- #2477125
- Ownership
- 50% but less than 75%
(853) 816-9870
crest.element@crestcapital.com
in linkedin.com/in/matrix-unison
DAMON ANTHONY WHITE
Chief Operating Officer, Co-founder
- CRD
- #4625892
- Ownership
- 10% but less than 25%
(949) 476-8951
meridian.value@beaconcapital.com
in linkedin.com/in/peak-pioneer
O
Optima momentum
Radial horizon
- CRD
- #14748
- Ownership
- 11.8%
(249) 231-5650
timber.harbor@focuscapital.com
in linkedin.com/in/value-delta
Showing 2 of 7 owners & executives
Unlock allContacts
JONI ROBERTA ALT
Financial Advisor, General Partner
- CRD
- #1481548
(537) 276-3966
atlas.north@primecapital.com
in linkedin.com/in/value-optima
S
Sara Stainback Cortes
--
- CRD
- #8233481
(643) 584-7182
focus.delta@catalystcapital.com
in linkedin.com/in/fusion-glacier
L
Legacy pioneer
Signal matrix
- CRD
- #32251
(343) 622-8820
bridge.prime@harborcapital.com
in linkedin.com/in/zenith-summit
Showing 2 of 23 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,284,902,948 | $675,554 |
| Non-Discretionary | $44,675,553 | $812,283 |
| Total | $1,329,578,501 | $679,396 |
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Separately Managed Accounts
Total SMA Asset: $1,329,578,501
Public Funds:
11.4% Equity - Exchange:
30.2% U.S. Government/Agency:
24.7% Cash:
6.8% Private Funds:
26.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $612,840,075 | 11.4% |
| Equity - Exchange | $1,623,488,620 | 30.2% |
| U.S. Government/Agency | $1,327,820,163 | 24.7% |
| Cash | $365,553,729 | 6.8% |
| Private Funds | $1,446,087,545 | 26.9% |
| Total | $5,375,790,132 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK LEGACY | PIONEER RIDGE | PBLOAHDQU | FZXAH | 11.58% | $46,706,712 |
| PEAK PATHWAY MATRIX | OAK FUSION | WE3CHPYR3 | KBOJR | 4.92% | $119,842,726 |
| CATALYST VERTEX BRIDGE | TIMBER GLACIER | Q49I6UBQ3 | ZRGZ | 10.26% | $76,619,196 |
| FRONTIER HARBOR | QUANTUM VALUE | OY4AZ40HJ | HGUW | 4.90% | $88,452,557 |
| PEAK UNISON | OPTIMA VITAL | NFG7EZ1PJ | BPIAM | 5.98% | $115,570,343 |
| TIMBER ZENITH | MATRIX PATHWAY | L6VO2TAD7 | ZJHK | 4.59% | $75,025,100 |
| FUSION FOUNDATION | EAGLE VITAL | M763RWXIA | KWR | 2.25% | $96,483,240 |
| ELEMENT MATRIX PIONEER | FUSION DELTA | IT91XYP44 | WTEWC | 2.05% | $3,880,776 |