{ "crd_number": 149230, "slug": "evermay-wealth-management-llc-arlington-va-149230", "primary_business_name": "EVERMAY WEALTH MANAGEMENT, LLC", "legal_name": "EVERMAY WEALTH MANAGEMENT, LLC", "dbas": [], "city": "Arlington", "state": "VA", "country": "United States", "cbsa_code": "47900", "metro": { "cbsa_code": "47900", "common_name": "Washington", "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV", "path": "/advisors/dc/washington" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2009-03-27", "years_registered": 17, "period": "2026-10-01", "filing_date": "2026-08-11", "carried_forward": false, "raum_total": 1329578501.0, "raum_discretionary": 1284902948.0, "raum_non_discretionary": 44675553.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 24, "advisory_employees": 17, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 6864137.0, "count": 3 }, "individuals": { "raum": 175089965.0, "count": 324 }, "high_net_worth_individuals": { "raum": 1136865923.0, "count": 234 }, "corporations_other_businesses": { "raum": 10758476.0, "count": 6 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "periodicals_newsletters", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "CO", "CT", "DC", "DE", "FL", "GA", "IL", "MA", "MD", "MI", "MT", "NC", "NH", "NJ", "NY", "OR", "PA", "SC", "TN", "TX", "VA", "WA", "WV" ], "websites": [ "https://evermay.com", "https://evermaywealth.com", "https://facebook.com/pages/category/Financial-Service/Evermay-Wealth-Management-777251242354054", "https://linkedin.com/COMPANY/EVERMAY-WEALTH-MANAGEMENT-LLC" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149230", "city_as_filed": "ARLINGTON", "url": "https://advisorcensus.com/firm/evermay-wealth-management-llc-arlington-va-149230", "display_name": "Evermay Wealth Management, LLC", "summary": "Evermay Wealth Management, LLC is an SEC-registered investment advisory firm in Arlington, VA, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.", "citation": "AdvisorCensus. Evermay Wealth Management, LLC (CRD 149230): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters" ], "quick_answers": [ { "q": "How is Evermay Wealth Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Evermay Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)." }, { "q": "Where is Evermay Wealth Management, LLC located?", "a": "Evermay Wealth Management, LLC's principal office is in Arlington, VA, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)." }, { "q": "Is Evermay Wealth Management, LLC registered with the SEC or a state?", "a": "Evermay Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149230." }, { "q": "How much does Evermay Wealth Management, LLC manage?", "a": "Evermay Wealth Management, LLC reports $1,329,578,501 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (97% discretionary)." }, { "q": "How have Evermay Wealth Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Evermay Wealth Management, LLC: Regulatory assets under management: $736,785,038 in the October 2021 data and $1,329,578,501 in the October 2026 data, up 80%. Total employees: 11 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Evermay Wealth Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (324); high net worth individuals (234); corporations or other businesses not listed above (6)." }, { "q": "Which custodians does Evermay Wealth Management, LLC use?", "a": "Evermay Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Evermay Wealth Management, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149230" }, { "q": "What changed in Evermay Wealth Management, LLC's recent Form ADV filings?", "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 736785038.0, "total_employees": 11, "filing_date": "2021-09-22" }, { "period": "2022-10-01", "regulatory_assets_under_management": 857019549.0, "total_employees": 17, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 799519256.0, "total_employees": 16, "filing_date": "2023-09-15" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1062573454.0, "total_employees": 21, "filing_date": "2024-06-04" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1180517977.0, "total_employees": 24, "filing_date": "2025-05-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1329578501.0, "total_employees": 24, "filing_date": "2026-08-11" } ], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 15 to 17.", "Regulatory assets under management went from $1,180,517,977 to $1,329,578,501 (+13%).", "Added an office in Annapolis, MD.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/evermay-wealth-management-llc-arlington-va-149230.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 324, "fewer_than_5": false, "raum": 175089965.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 234, "fewer_than_5": false, "raum": 1136865923.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 3, "fewer_than_5": false, "raum": 6864137.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 6, "fewer_than_5": false, "raum": 10758476.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149230", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }