CRD: 149230
Evermay Wealth Management, LLC
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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
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.
Reported data analysis
What the numbers show
Between August 1, 2025 and August 11, 2026, reported AUM increased 12.6%, from $1.2B to $1.3B.
Across 5 reported observations, AUM increased 55.1% between March 30, 2022 and August 11, 2026, from $857.0M to $1.3B.
Of the latest reported AUM, 96.6% is discretionary and 3.4% is non-discretionary.
The firm reports 17 advisory representatives and 567 clients, or 33.4 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on August 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
WILLIAM CALVIN PITT IV
Chief Executive Officer, President
- CRD
- #2477125
- Ownership
- 50% but less than 75%
DAMON ANTHONY WHITE
Chief Operating Officer, Co-founder, President
- CRD
- #4625892
- Ownership
- 10% but less than 25%
Showing 2 of 9 owners & executives
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JONI ROBERTA ALT
Financial Advisor, General Partner
- CRD
- #1481548
Sara Stainback Cortes
Wealth Advisor
- CRD
- #8233481
Showing 2 of 28 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Evermay Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Evermay Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.