Evermay Wealth Management

Company Profile

Website

Incorporated

Location

Fiscal year end

Former names

Ayrshire Associates Inc

SEC CIK

IRS number

900439516

SEC advisor number

801-70170

FINRA CRD number

149230

AUM ?

$799.52 mm (as of 23 Jun 23)

Accounts

1,095 (as of 23 Jun 23)

Employees

16 (11 investment advisory or research)

Address

Evermay Wealth Management
1776 WILSON BOULEVARD
SUITE 520
ARLINGTON
VA 22209

Office hours

Monday - Friday, 9:00 AM - 5:00 PM

Phone

(703) 822-5696

Brochures

Owner	Title	From	%Ownership
Pitt, William, Calvin	President/co-founder	03/2009	50-75%
White, Damon, Anthony	Chief Operating Officer/co-founder	03/2009	10-25%
Charles P. Cocke Trust	Member	03/2009	5-10%
Cocke, Charles, Pollard	Trustee - Charles P. Cocke Trust	03/2009	5-10%
Cocke, Elizabeth	Trustee - Charles P. Cocke Trust	03/2009	5-10%
Cocke, Charles, Pollard	Trustee	03/2009
Cocke, Elizabeth	Trustee	03/2009
the Marshall C. Mcclean Living Trust	Member	09/2020	5-10%
Mcclean, Marshall, Cole	Trustee - the Marshall C. Mcclean Living Trust	09/2020	5-10%
Mcclean, Marshall, Cole	Trustee	09/2020
Sumner, Kris, Lee	Chief Compliance Officer	05/2023	< 5%