Evermay Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, education planning, estate planning, family office services, philanthropic planning, retirement plan services, tax planning, and tax preparation. Financial planning was provided to 101–250 clients last fiscal year.
Evermay Wealth Management reports 567 clients. They include 324 individual clients, 234 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 96.6% ($1.28B across 1,902 accounts) are managed with discretion; $44.7M across 55 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 13% |
| High-net-worth individuals | 41% | 86% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 324 | $175M | 13.2% | $540K |
| High-net-worth individuals | 234 | $1.14B | 85.5% | $4.86M |
| Charitable organizations | 3 | $6.86M | 0.5% | $2.29M |
| Corporations and other businesses | 6 | $10.8M | 0.8% | $1.79M |
| Total | 567 | $1.33B | 100% | $2.34M |
- Clients
- 324
- Regulatory AUM
- $175M
- AUM share
- 13.2%
- Avg. per client
- $540K
- Clients
- 234
- Regulatory AUM
- $1.14B
- AUM share
- 85.5%
- Avg. per client
- $4.86M
- Clients
- 3
- Regulatory AUM
- $6.86M
- AUM share
- 0.5%
- Avg. per client
- $2.29M
- Clients
- 6
- Regulatory AUM
- $10.8M
- AUM share
- 0.8%
- Avg. per client
- $1.79M
Total
- Clients
- 567
- Regulatory AUM
- $1.33B
- AUM share
- 100%
- Avg. per client
- $2.34M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Evermay Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Estate Planning Documentation Preparation
- A separate fixed fee based on services rendered, billed by electronic debit in installments and not prorated if the advisory agreement ends.
- Financial Planning
- Stand-alone financial planning components are negotiated with the client case by case; the firm has no set financial planning fee schedule.
William Pitt owns 50% to 75% of Evermay Wealth Management. William Pitt is CEO; the leadership team includes President Damon White, Chief Operating Officer Dana Tomisek and Chief Financial Officer Ross Loomis. It has 24 employees, 17 of them in advisory roles.
Leadership
- William PittChief Executive Officer & C-Founder
- Damon WhitePresident & Co-Founder
- Ross LoomisChief Financial Officer and Director of Artificial Intelligence
- Dana TomisekChief Operating Officer
- Kris SumnerChief Compliance Officer
- Charles CockeTrustee - Charles P. Cocke Trust
- Elizabeth CockeTrustee - Charles P. Cocke Trust
- Estela McCleanTrustee - Marshall C. McClean Irrevocable Trust
- Brandon WolfTrustee - the Brandon David Wolf Revocable Trust / Wealth Advisor
Investment adviser representatives
23 representatives listed in the SEC register as of 9 October 2026.
- Joni Roberta Alt
- Sara Stainback Cortes
- Christopher James Cutlip
- Eric Andrew Dzik
- Owen Edward Eldridge
- Brian Matthew Fyock
- Elizabeth Strickland Larson
- Jerome Vernon Lee Jr.
- Ross Johnson Loomis
- Anh Thi Nguyen
- William Calvin Pitt IV
- Nicholas James Rath
- Sean Patrick Rogers
- Luke Michael Salzer
- Eric Josef Schaefer
- Mitchel Schlesinger
- Brett Ryan Schmader
- Eliot Simon
- Andrew Thomas Sponaugle
- Camille Jayde Svitek
- Steven Andrew Tomisek
- Damon Anthony White
- Brandon David Wolf
Staff
- 24 employees
- 17 in advisory functions
- 19 state-registered reps
- Owns 50% to 75% of Evermay Wealth Management, LLC
William Pitt
Control person · since March 2009
- Owns 10% to 25% of Evermay Wealth Management, LLC
Damon White
Control person · since March 2009
- Owns 5% to 10% of Evermay Wealth Management, LLC
Charles P. Cocke Trust
since March 2009
- Owns 5% to 10% of Evermay Wealth Management, LLC
Charles Cocke
Control person · since March 2009
- Owns 5% to 10% of Evermay Wealth Management, LLC
Elizabeth Cocke
Control person · since March 2009
- Owns 5% to 10% of Evermay Wealth Management, LLC
Marshall C. McClean Irrevocable Trust
since January 2024
- Owns 5% to 10% of Evermay Wealth Management, LLC
Marshall C. McClean Irrevocable
since January 2024
- Owns 5% to 10% of Evermay Wealth Management, LLC
Estela McClean
Control person · since January 2024
- Owns 5% to 10% of Evermay Wealth Management, LLC
Brandon Wolf
Control person · since January 2026
- Owns 5% to 10% of Evermay Wealth Management, LLC
The Brandon David Wolf Revocable Trust
since January 2026
- Owns 5% to 10% of Evermay Wealth Management, LLC
The Brandon David Wolf Revocable
since January 2026
Evermay Wealth Management’s regulatory assets grew 1.8× from $737M (June 2021) to $1.33B (August 2026); clients rose from 350 to 567 and employees from 11 to 24. Between 2023 and 2026, 2 advisory firms joined it. The most recent was Novotny, Larash, Venters & Wolf, in February 2026.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.33B | 567 | 24 | 8 |
| May 2025 | $1.18B | 525 | 24 | 5 |
| June 2024 | $1.06B | 512 | 21 | 8 |
| June 2023 | $800M | 385 | 16 | 2 |
| March 2022 | $857M | 372 | 17 | 2 |
| June 2021 | $737M | 350 | 11 | 2 |
Firms that joined
20261 joined
- Novotny, Larash, Venters & WolfNo filed AUM
20231 joined
- Insight Wealth ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Evermay Wealth Management has 7 offices (4 private residences, listed without an address), with 4 listed addresses in Maryland and Virginia.
Virginia · 3 listed addresses
- 3901 Fairfax Drive, Suite 400, ArlingtonHQ
- 7250 Heritage Village Plaza, Gainesville
- 2388 Liberty Way, Virginia Beach
Maryland · 1 listed address
- 608 Melvin Avenue, Annapolis
Contact and registration details
- Legal name
- Evermay Wealth Management, LLC
- Headquarters
- 3901 Fairfax Drive, Suite 400, Arlington, VA 22203
- Website
- evermay.com
- Phone
- 703-822-5696
- @evermay-wealth-management-llc
- SEC file
- 801-70170
- Founded
- 2008
- Structure
- Virginia LLC
- Fiscal year end
- December
Evermay Wealth Management uses Charles Schwab ($1.26B) as custodian for its separately managed accounts. Evermay Wealth Management has custody of $567M in client assets for 268 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.26B100%
At year end, Evermay Wealth Management’s separately managed accounts were mostly in funds (73%) and stocks (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $971M across 651 positions; the largest are SPDR Series Trust (14.9%), Schwab Strategic TR (12.5%) and SPDR Series Trust (10.0%).
What the accounts hold
- Stocks16%
- Funds73%
- Registered funds72%
- Pooled vehicles1%
- Bonds9%
- Cash2%
Reported 13F holdings
- $971M
- Reported 13F value
- 651
- Positions
- 63.8%
- In the 10 largest
- +7.6%
- Value vs. prior quarter
- SPDR Series Trust · ST Inter ETF14.9%
- Schwab Strategic TR · US Lrg Cap ETF12.5%
- SPDR Series Trust · ST Sho Treas ETF10.0%
- Vanguard Index Fds · S&P 500 ETF Shs7.5%
- iShares TR · Core S&P Mcp ETF4.2%
- State Str SPDR S&P 500 ETF T · TR Unit3.9%
- iShares TR · Core S&P500 ETF3.1%
- SPDR Series Trust · ST Str P500etf3.0%
- SPDR Series Trust · ST Str P400mid2.6%
- SPDR Series Trust · ST Str Sp600 Sml2.1%
Together, the ten largest are 63.8% of reported value.
How many clients does Evermay Wealth Management have?
Evermay Wealth Management has 567 clients and manages $1.33 billion for them, as of August 2026. They include 324 individual clients, 234 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026
What services does Evermay Wealth Management offer?
Evermay Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, education planning, estate planning, family office services, philanthropic planning, retirement plan services, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Evermay Wealth Management use?
Evermay Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.26B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026
How many financial advisors does Evermay Wealth Management have?
Evermay Wealth Management has 19 investment adviser representatives registered with state securities authorities, out of 24 employees, and 17 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Evermay Wealth Management invest in?
At the end of its last fiscal year, Evermay Wealth Management’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 9% U.S. government and agency bonds, 2% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Evermay Wealth Management?
Evermay Wealth Management’s direct owners are William Pitt (50% to 75%), Damon White (10% to 25%), Charles P. Cocke Trust (5% to 10%), Charles Cocke (5% to 10%), Elizabeth Cocke (5% to 10%), Marshall C. McClean Irrevocable Trust (5% to 10%), Marshall C. McClean Irrevocable (5% to 10%), Estela McClean (5% to 10%), Brandon Wolf (5% to 10%), the Brandon David Wolf Revocable Trust (5% to 10%) and the Brandon David Wolf Revocable (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 August 2026
How does Evermay Wealth Management get paid?
Evermay Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Evermay Wealth Management registered with the SEC?
Yes, Evermay Wealth Management has been registered with the SEC as an investment adviser since 27 March 2009. Its CRD number is 149230 and its SEC file number is 801-70170.
Source: Form ADV Part 1A, Item 1, filed 11 August 2026; IAPD firm record
How do I contact Evermay Wealth Management?
Evermay Wealth Management’s main office is at 3901 Fairfax Drive, Suite 400, Arlington, VA 22203. Its phone number is 703-822-5696. Its website is evermay.com.