Evermay Wealth Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 567
- Avg AUM / client
- $2.3M
- Accounts
- 1,957
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 594 positions, $902,061,574)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | STATE STREET SPD | $140,891,764 | 4,915,972 | 15.6% | 10.6% |
| 2 | Schwab Strategic Tr | US LRG CAP ETF | $112,020,333 | 4,368,968 | 12.4% | 8.43% |
| 3 | Spdr Series Trust | STATE STREET SPD | $90,490,390 | 3,101,110 | 10.0% | 6.81% |
| 4 | Vanguard Index Fds | S&P 500 ETF SHS | $70,716,638 | 118,344 | 7.84% | 5.32% |
| 5 | Ishares Tr | CORE S&P MCP ETF | $39,963,768 | 591,793 | 4.43% | 3.01% |
| 6 | State Str Spdr S&P 500 Etf T | TR UNIT | $34,552,766 | 52,993 | 3.83% | 2.6% |
| 7 | Ishares Tr | CORE S&P500 ETF | $25,646,772 | 39,263 | 2.84% | 1.93% |
| 8 | Spdr Series Trust | STATE STREET SPD | $21,694,957 | 283,446 | 2.41% | 1.63% |
| 9 | Spdr Series Trust | STATE STREET SPD | $19,613,280 | 331,194 | 2.17% | 1.48% |
| 10 | Apple Inc | COM | $17,712,598 | 69,792 | 1.96% | 1.33% |
| 11 | Dimensional Etf Trust | INTL CORE EQT MK | $16,993,924 | 436,189 | 1.88% | 1.28% |
| 12 | Spdr Series Trust | STATE STREET SPD | $15,544,448 | 321,698 | 1.72% | 1.17% |
| 13 | Ishares Inc | CORE MSCI EMKT | $14,410,071 | 206,596 | 1.6% | 1.08% |
| 14 | Vanguard Whitehall Fds | HIGH DIV YLD | $11,940,303 | 80,623 | 1.32% | 0.9% |
| 15 | Burke Herbert Finl Svcs Corp | COM | $11,571,302 | 185,765 | 1.28% | 0.87% |
| 16 | Ishares Tr | CORE S&P SCP ETF | $11,278,204 | 90,726 | 1.25% | 0.85% |
| 17 | Amazon Com Inc | COM | $10,727,572 | 51,508 | 1.19% | 0.81% |
| 18 | Vanguard Index Fds | TOTAL STK MKT | $9,878,081 | 30,791 | 1.1% | 0.74% |
| 19 | Alphabet Inc | CAP STK CL A | $9,617,557 | 33,445 | 1.07% | 0.72% |
| 20 | Vanguard Index Fds | MID CAP ETF | $8,731,708 | 30,405 | 0.97% | 0.66% |
| 21 | John Marshall Bancorp Inc | COM | $7,097,372 | 349,969 | 0.79% | 0.53% |
| 22 | Microsoft Corp | COM | $6,425,201 | 17,357 | 0.71% | 0.48% |
| 23 | Jpmorgan Chase & Co | COM | $5,301,141 | 18,021 | 0.59% | 0.4% |
| 24 | Wisdomtree Tr | EM EX ST-OWNED | $5,135,768 | 128,074 | 0.57% | 0.39% |
| 25 | Ishares Tr | 0-3 MNTH TREASRY | $4,643,547 | 46,131 | 0.51% | 0.35% |
Top 25 of 594 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 324 | $175M | 13.2% |
| High net worth individuals | 234 | $1.1B | 85.5% |
| Charitable organizations | 3 | $6.9M | 0.52% |
| Corporations and other businesses | 6 | $10.8M | 0.81% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Arnold & Porter Profit Sharing And 401(k) Plan And Trust Arnold & Porter Kaye Scholer Llp | 2024 |
People (24)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cocke, Charles, Pollard | Trustee Charles P. Cocke Trust | Mar 2009 (17y) | 5% – 10% | |
| Cocke, Elizabeth | Trustee Charles P. Cocke Trust | Mar 2009 (17y) | 5% – 10% | |
| Damon Anthony White | Chief Operating Officer/Co Founder | Mar 2009 (17y) | 10% – 25% | |
| William Calvin Pitt | President/Co Founder | Mar 2009 (17y) | 50% – 75% | |
| Sumner, Kris, Lee | Chief Compliance Officer | May 2023 (3y) | Less than 5% | |
| Mc Clean, Estela, M. | Trustee Marshall C. Mcclean Irrevocable Trust | Jan 2024 (3y) | 5% – 10% | |
| Elizabeth Strickland Larson | Registered representative | CFA | Aug 2013 (13y) | |
| Ross Johnson Loomis | Registered representative | CFA | May 2014 (12y) | |
| Eric Josef Schaefer | Registered representative | CFP | Apr 2015 (11y) | |
| Andrew Thomas Sponaugle | Registered representative | CFP | Nov 2017 (9y) | |
| Mitchel Schlesinger | Registered representative | CFA | Apr 2021 (5y) | |
| Joni Roberta Alt | Registered representative | CFP | Oct 2021 (5y) | |
| Brian Matthew Fyock | Registered representative | CFP | Nov 2023 (3y) | |
| Camille Jayde Svitek | Registered representative | CFP CFA | Jun 2024 (2y) | |
| Eric Andrew Dzik | Registered representative | Jul 2024 (2y) | ||
| Eliot Simon | Registered representative | CFP | Oct 2024 (2y) | |
| Anh Thi Nguyen | Registered representative | Chartered Financial Consultant | Jan 2025 (2y) | |
| Sean Patrick Rogers | Registered representative | Mar 2025 (1y) | ||
| Brett Ryan Schmader | Registered representative | Jan 2026 (1y) | ||
| Brandon David Wolf | Registered representative | CFP | Feb 2026 (0y) | |
| Sara Stainback Cortes | Registered representative | CFP | Mar 2026 (0y) | |
| Luke Michael Salzer | Registered representative | Mar 2026 (0y) | ||
| Christopher James Cutlip | Registered representative | CFP | Jun 2026 (0y) | |
| Owen Edward Eldridge | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Charles P. Cocke Trust | Member | Mar 2009 | A | 5% – 10% |
| Marshall C. Mcclean Irrevocable Trust | Member | Jan 2024 | A | 5% – 10% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Arnold & Porter Profit Sharing And 401(k) Plan And Trust | Arnold & Porter Kaye Scholer Llp | 1,788 | $1.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗