Evermay Wealth Management, LLC
● SEC registered since 2009CRD 149230SEC# 801-70170Arlington, VA
Reg. AUM
$1.33B
Employees
24
Accounts
1,957
Location
Arlington, VA
Evermay Wealth Management, LLC assets under management
Evermay Wealth Management, LLC operates as an SEC-registered investment adviser based in Arlington, VA. The firm has been registered since 2009. It reports $1.3 billion in regulatory assets under management and employs 24 people.
Evermay Wealth Management, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon David Wolf | Trustee - The Brandon David Wolf Revocable Trust / Wealth Advisor | 5-10% | 2026 |
| Charles P. Cocke Trust | Member | 5-10% | 2009 |
| Charles Pollard Cocke | Trustee - Charles P. Cocke Trust | 5-10% | 2009 |
| Damon Anthony White Control | President & Co-Founder | 10-25% | 2009 |
| Dana Renee Tomisek | Chief Operating Officer | Under 5% | 2026 |
| Elizabeth Cocke | Trustee - Charles P. Cocke Trust | 5-10% | 2009 |
| Estela M. McClean | Trustee - Marshall C. Mcclean Irrevocable Trust | 5-10% | 2024 |
| Kris Lee Sumner Control | Chief Compliance Officer | Under 5% | 2023 |
| Marshall C. McClean Irrevocable Trust | Member | 5-10% | 2024 |
| Ross Johnson Loomis | Chief Financial Officer And Director Of Artificial Intelligence | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Evermay Wealth Management, LLC manage?
Evermay Wealth Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Evermay Wealth Management, LLC have?
Evermay Wealth Management, LLC reports 24 employees.
Where is Evermay Wealth Management, LLC located?
Evermay Wealth Management, LLC is based in Arlington, VA and has been SEC-registered since 2009.
Does Evermay Wealth Management, LLC disclose fund performance?
Evermay Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.33B▲ 13%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,340 advisers
EmployeesTop 21%
More than 79% of 16,820 advisers
Assets under management
$1.33Bregulatory AUM
Discretionary $1.28BNon-discretionary $44.7M