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EVERMAY WEALTH MANAGEMENT, LLC
EVERMAY WEALTH MANAGEMENT, LLC
ARLINGTON, Virginia
·
11 registered advisors
·
CRD# 149230
SEC# 801-70170
5
703 822-5696
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at EVERMAY WEALTH MANAGEMENT, LLC
11 registered advisors
Biljana Mckinley
ARLINGTON, Virginia
CRD# 4796237
Charles Pollard Cocke
ARLINGTON, Virginia
CRD# 5662987
Damon Anthony White
ARLINGTON, Virginia
CRD# 4625892
Donald Sullivan
ARLINGTON, Virginia
CRD# 5663001
Elizabeth Cocke
ARLINGTON, Virginia
CRD# 5662999
Elizabeth Strickland Larson
ARLINGTON, Virginia
CRD# 1796419
Estela M. Mcclean
ARLINGTON, Virginia
CRD# 7896202
Gail Carolyn Mannix
ARLINGTON, Virginia
CRD# 4320205
Kris Lee Sumner
ARLINGTON, Virginia
CRD# 4067325
Marshall Cole Mcclean
ARLINGTON, Virginia
CRD# 325463
William Calvin Pitt
ARLINGTON, Virginia
CRD# 2477125
05
Office Locations
ARLINGTON, Virginia
11 advisors
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Data sourced from SEC Form ADV filings. EVERMAY WEALTH MANAGEMENT, LLC (CRD# 149230) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.