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EVERMAY WEALTH MANAGEMENT, LLC
CRD 149230File 801-70170
APPROVED
Retail clients
Custody
Filing as of Aug 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.33B
Above cohort median (national)
Discretionary AUM
$1.28B
Non-discretionary $44.7M
Clients
567
1,957 accounts
Employees
24
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 27, 2009
- Principal office
- 3901 FAIRFAX DRIVE, SUITE 400, ARLINGTON, VA, 22203
- Phone
- 703 822-5696
- Website
- https://www.evermay.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.33B
- Discretionary AUM
- $1.28B
- Non-discretionary AUM
- $44.7M
- Discretionary accounts
- 1,902
- Non-discretionary accounts
- 55
- Total accounts
- 1,957
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $10.8M |
| Charitable organizations | 3 | $6.9M |
| High net worth individuals | 234 | $1.14B |
| Individuals (other than high net worth individuals) | 324 | $175.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 525 | 567 | increased by42 |
| Apr 1, 2026 | AUM | $1,180,517,977 | $1,329,578,501 | increased by$149,060,524 |
| Apr 1, 2026 | Accounts | 1,787 | 1,957 | increased by170 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 24 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 372 | 525 | increased by153 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $857,019,549 | $1,180,517,977 | increased by$323,498,428 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,127 | 1,787 | increased by660 |
| Apr 1, 2022 | Employees | 11 | 17 | increased by6 |
| Apr 1, 2022 | Clients | 350 | 372 | increased by22 |
| Apr 1, 2022 | AUM | $736,785,038 | $857,019,549 | increased by$120,234,511 |
| Apr 1, 2022 | Accounts | 1,028 | 1,127 | increased by99 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVERMAY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVERMAY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.