AdvisorOS Directory
Claim Profile
WP

William Calvin Pitt

EVERMAY WEALTH MANAGEMENT, LLC·ARLINGTON, Virginia
Unclaimed Profile
1776 WILSON BOULEVARD, ARLINGTON, VA 22209CRD# 2477125Firm CRD# 149230
01

About

William Calvin Pitt is a registered financial advisor based in ARLINGTON, Virginia, affiliated with EVERMAY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EVERMAY WEALTH MANAGEMENT, LLC
EVERMAY WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at EVERMAY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2477125
Firm CRD# 149230
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ARLINGTON?

Browse all registered financial advisors in ARLINGTON, Virginia or claim this profile if it's yours.

Browse ARLINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Calvin Pitt offer?
William Calvin Pitt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARLINGTON, Virginia for a consultation.
What are William Calvin Pitt's credentials?
William Calvin Pitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Calvin Pitt located?
William Calvin Pitt is based in ARLINGTON, Virginia, working with EVERMAY WEALTH MANAGEMENT, LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does William Calvin Pitt charge for services?
William Calvin Pitt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERMAY WEALTH MANAGEMENT, LLC?
EVERMAY WEALTH MANAGEMENT, LLC has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ARLINGTON
Lisa L. Green Hall — STRATEGIC INVESTMENT MANAGEMENT, LLCLabib Sami Mahfouz — EVINCE ASSET MANAGEMENT LPMyra Tabor — LEVERAGED GREEN ENERGY, LLCRekha Misra — TOWERS WATSON INVESTMENT SERVICES, INC.Alberto Gabriel Musalem Borrero — EVINCE ASSET MANAGEMENT LP
Nearby cities in Virginia
RICHMOND (555)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile