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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Evermay Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Evermay Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Evermay Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Evermay Wealth Management registered with the SEC?","answer":"Yes, Evermay Wealth Management has been registered with the SEC as an investment adviser since 27 March 2009. 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