| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles P. Cocke Trust | Member | 5-10% | 2009 |
| Charles Pollard Cocke | Trustee - Charles P. Cocke Trust | 5-10% | 2009 |
| Damon Anthony White Control | Chief Operating Officer/Co-Founder | 10-25% | 2009 |
Evermay Wealth Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Evermay Wealth Management, LLC reports 24 employees.
Evermay Wealth Management, LLC is based in Arlington, VA and has been SEC-registered since 2009.
Evermay Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3901 Fairfax Drive, Suite 400, Arlington, VA 22203 |
| Phone | 703 822-5696 |
| Fax | 703 312-1110 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1066816 |
| Discloses disciplinary history | No |
| Discretionary | $1.14B |
| Non-discretionary | $41.5M |
| Total (RAUM) | $1.18B |