Firm profile

Evermay Wealth Management, LLC

ARLINGTON, VACRD 149230Registration Status: ApprovedEffective since March 27, 2009SEC # 801-70170Latest ADV October 9, 2026

Evermay Wealth Management, LLC's Form ADV filing dated 2026-10-09 reports $1,329,578,501 in regulatory assets under management, $1,284,902,948 discretionary and $44,675,553 non-discretionary, 1,957 accounts, and 24 employees.

Assets Under Management
$1.3B
Employees
24
Offices
8 offices
Total Clients
567

Associated firm names

1 name listed
  • EVERMAY WEALTH MANAGEMENT, LLC

Leadership

4 roles identified
CEOWilliam C. Pitt
CCOKris L. Sumner
CFORoss J. Loomis

Advisory services offered

5 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

ARLINGTON, Virginia, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Virginia

ARLINGTONPrimary office · GAINESVILLE · VIRGINIA BEACH

Maryland

ANNAPOLIS

4 office records listed · 8 total offices reported. 4 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of October 9, 2026
Discretionary96.6%
$1.3B
97% of total RAUM96.6%
Non-discretionary3.4%
$45M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentIndividuals represent 57.1% of total clients.
Top client categories% of clientsClients
1
Individuals
57.1%
324
2
HNWI
41.3%
234
3
Corporations
1.1%
6
4
Charitable
0.5%
3

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.3B
Total Accounts1,957
10Y AUM Change+$902M (+211.2%)

Private Funds

Private funds reported by Evermay Wealth Management, LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees24
Clients per Employee24:1
10Y Employee Change+15 (+166.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
WILLIAM CALVIN PITTDirect owner · Schedule AInterest in EVERMAY WEALTH MANAGEMENT, LLC
50% to < 75%
DAMON ANTHONY WHITEDirect owner · Schedule AInterest in EVERMAY WEALTH MANAGEMENT, LLC
10% to < 25%
CHARLES P. COCKE TRUSTDirect owner · Schedule AInterest in EVERMAY WEALTH MANAGEMENT, LLC
5% to < 10%
CHARLES POLLARD COCKEDirect owner · Schedule AInterest in EVERMAY WEALTH MANAGEMENT, LLC
5% to < 10%
ELIZABETH COCKEDirect owner · Schedule AInterest in EVERMAY WEALTH MANAGEMENT, LLC
5% to < 10%
MARSHALL C. MCCLEAN IRREVOCABLE TRUSTDirect owner · Schedule AInterest in EVERMAY WEALTH MANAGEMENT, LLC
5% to < 10%
Estela M. McCleanDirect owner · Schedule AInterest in EVERMAY WEALTH MANAGEMENT, LLC
5% to < 10%
Brandon David WolfDirect owner · Schedule AInterest in EVERMAY WEALTH MANAGEMENT, LLC
5% to < 10%
THE BRANDON DAVID WOLF REVOCABLE TRUSTDirect owner · Schedule AInterest in EVERMAY WEALTH MANAGEMENT, LLC
5% to < 10%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Evermay Wealth Management, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-08-11 · Schedules A and B

16 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1WILLIAM CALVIN PITTCHIEF EXECUTIVE OFFICER & C-FOUNDERIndividualEVERMAY WEALTH MANAGEMENT, LLC50% to less than 75%Code DYesCHIEF EXECUTIVE OFFICER & C-FOUNDER03/2009Schedule APDF page 22
2DAMON ANTHONY WHITEPRESIDENT & CO-FOUNDERIndividualEVERMAY WEALTH MANAGEMENT, LLC10% to less than 25%Code BYesPRESIDENT & CO-FOUNDER03/2009Schedule APDF page 22
3CHARLES P. COCKE TRUSTMEMBERDomestic entityEVERMAY WEALTH MANAGEMENT, LLC5% to less than 10%Code ANoMEMBER03/2009Schedule APDF page 22
4CHARLES POLLARD COCKETRUSTEE - CHARLES P. COCKE TRUSTIndividualEVERMAY WEALTH MANAGEMENT, LLC5% to less than 10%Code ANoTRUSTEE - CHARLES P. COCKE TRUST03/2009Schedule APDF page 22
5ELIZABETH COCKETRUSTEE - CHARLES P. COCKE TRUSTIndividualEVERMAY WEALTH MANAGEMENT, LLC5% to less than 10%Code ANoTRUSTEE - CHARLES P. COCKE TRUST03/2009Schedule APDF page 22
6KRIS LEE SUMNERCHIEF COMPLIANCE OFFICERIndividualEVERMAY WEALTH MANAGEMENT, LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER05/2023Schedule APDF page 22
7MARSHALL C. MCCLEAN IRREVOCABLE TRUSTMEMBERDomestic entityEVERMAY WEALTH MANAGEMENT, LLC5% to less than 10%Code ANoMEMBER01/2024Schedule APDF page 22
8Estela M. McCleanTRUSTEE - MARSHALL C. MCCLEAN IRREVOCABLE TRUSTIndividualEVERMAY WEALTH MANAGEMENT, LLC5% to less than 10%Code ANoTRUSTEE - MARSHALL C. MCCLEAN IRREVOCABLE TRUST01/2024Schedule APDF page 22
9Brandon David WolfTRUSTEE - THE BRANDON DAVID WOLF REVOCABLE TRUST / WEALTH ADVISORIndividualEVERMAY WEALTH MANAGEMENT, LLC5% to less than 10%Code ANoTRUSTEE - THE BRANDON DAVID WOLF REVOCABLE TRUST / WEALTH ADVISOR01/2026Schedule APDF page 22
10THE BRANDON DAVID WOLF REVOCABLE TRUSTMEMBERDomestic entityEVERMAY WEALTH MANAGEMENT, LLC5% to less than 10%Code ANoMEMBER01/2026Schedule APDF page 22
11ROSS JOHNSON LOOMISCHIEF FINANCIAL OFFICER AND DIRECTOR OF ARTIFICIAL INTELLIGENCEIndividualEVERMAY WEALTH MANAGEMENT, LLCLess than 5%Code NANoCHIEF FINANCIAL OFFICER AND DIRECTOR OF ARTIFICIAL INTELLIGENCE08/2026Schedule APDF page 22
12DANA RENEE TOMISEKCHIEF OPERATING OFFICERIndividualEVERMAY WEALTH MANAGEMENT, LLCLess than 5%Code NANoCHIEF OPERATING OFFICER08/2026Schedule APDF page 22
13CHARLES POLLARD COCKETRUSTEEIndividualCHARLES P. COCKE TRUSTPercentage not specifiedCode FYesTRUSTEE03/2009Schedule BPDF page 23
14ELIZABETH COCKETRUSTEEIndividualCHARLES P. COCKE TRUSTPercentage not specifiedCode FYesTRUSTEE03/2009Schedule BPDF page 23
15Estela M. McCleanTRUSTEEIndividualMARSHALL C. MCCLEAN IRREVOCABLE TRUSTPercentage not specifiedCode FYesTRUSTEE01/2024Schedule BPDF page 23
16Brandon David WolfTRUSTEEIndividualTHE BRANDON DAVID WOLF REVOCABLE TRUSTPercentage not specifiedCode FYesTRUSTEE01/2026Schedule BPDF page 23

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 8/11/2026 3:37:53 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.