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EVERMAY WEALTH MANAGEMENT, LLC
CRD 149230File 801-70170
APPROVED
Retail clients
Custody
Filing as of Aug 11, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.