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 09/30/16. The fund's latest filing disclosed 197MM in positions, representing 49% of the manager's regulatory AUM.

EVERMAY WEALTH StockAlpha

-0.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EVERMAY WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHX 23.26% ETF 1.49% -0.01% 1 3%
IJH 14.2% ETF 4.99% 0.49% 0 5%
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FEATURED IN
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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...
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EVERMAY WEALTH Portfolio Concentration

EVERMAY WEALTH Location

1776 WILSON BOULEVARD
SUITE 310
ARLINGTON, Virginia
UNITED STATES, 22209

EVERMAY WEALTH Contact Information

Phone Number: 703 822-5696
Fax Number: 703 312-1110
Website:

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