EVERMAY WEALTH Overview
Evermay Wealth Management Llc is an investment advisor that manages 401.8 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/01 to 06/30/21. The fund's latest filing disclosed 540MM in positions, representing 134% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/01 to 06/30/21. The fund's latest filing disclosed 540MM in positions, representing 134% of the manager's regulatory AUM.
EVERMAY WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EVERMAY WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHX | 19.99% | ETF | 6.3% | -0.02% | 1 | 0% | ||
| VOO | 12.21% | ETF | 6.32% | -0.01% | 0 | 0% | ||
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FEATURED IN
EVERMAY WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William C. Pitt | President/Co-Founder | March-2009 |
| Damon A. White | Chief Operating Officer/Co-Founder/Chief Compliance Officer | March-2009 |
| Biljana Mckinley | Wealth Advisor/Co-Founder | March-2009 |
| Elizabeth S. Larson | Senior Wealth Advisor/Principal | March-2009 |
| Charles P. Cocke | Trustee - Charles P. Cocke Trust | March-2009 |
| Elizabeth Cocke | Trustee - Charles P. Cocke Trust | March-2009 |
| Charles P. Cocke | Trustee - Yukon Trust | March-2009 |
| Donald Sullivan | Trustee - Yukon Trust | March-2009 |
EVERMAY WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
EVERMAY WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
It is important for you to know and remember that all investments carry risks. Investing in
securities involves risk of loss that clients should be prepared to bear.
Investment Allocations & Investment Programs
Each client’s portfolio will be invested according to that client’s investment objectives. We determine these objectives by interviewing the client and/or asking the client to put these objectives in writing. Once we ascertain your objectives for each account, we will develop a set of asset allocation guidelines, and then in most cases place the assets in one of our five investment programs, each with a different asset allocation strategy. An asset allocation strategy is a percentage-based allocation to different investment types, or types of managers. For example, an asset allocation strategy may call for 40-60% of the portfolio to be invested in equity securities, with the remaining balan...
Get the Full Report
It is important for you to know and remember that all investments carry risks. Investing in
securities involves risk of loss that clients should be prepared to bear.
Investment Allocations & Investment Programs
Each client’s portfolio will be invested according to that client’s investment objectives. We determine these objectives by interviewing the client and/or asking the client to put these objectives in writing. Once we ascertain your objectives for each account, we will develop a set of asset allocation guidelines, and then in most cases place the assets in one of our five investment programs, each with a different asset allocation strategy. An asset allocation strategy is a percentage-based allocation to different investment types, or types of managers. For example, an asset allocation strategy may call for 40-60% of the portfolio to be invested in equity securities, with the remaining balan...
Get the Full Report
EVERMAY WEALTH Portfolio Concentration
EVERMAY WEALTH Location
1776 WILSON BOULEVARD
SUITE 310
ARLINGTON, Virginia
UNITED STATES, 22209
SUITE 310
ARLINGTON, Virginia
UNITED STATES, 22209
EVERMAY WEALTH Contact Information
Phone Number: 703 822-5696
Fax Number: 703 312-1110
Website: http://www.evermaywealth.com
Fax Number: 703 312-1110
Website: http://www.evermaywealth.com
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