DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Evermay Wealth Management, LLC
Latest filing Aug 11, 2026
First filing on the tape Dec 14, 2011 · 45 filings
SEC status approved since Mar 27, 2009
RAUM
$1.3B
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
99%
$1.3B individuals and HNW
Advisors
20
registered through the firm on IAPD
RAUM per advisor
$66.5M
derived; firm RAUM over IAPD count
Employees
24
17 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
0
reported on Schedule D
History
45 filings and snapshots on the tape
RAUM$1.3B as of Aug 11, 2026
Mar 19, 2012$262M then
HNW client RAUM$1.1B as of Aug 11, 2026
Mar 28, 2018$464M then
State-registered IARs (5.B.3)19 as of Aug 11, 2026
Mar 19, 20120 then
Employees (5.A)24 as of Aug 11, 2026
Mar 6, 20137 then
Private funds: no history
RAUM +13% over the last fiscal year+18% a year over threeIARs 18 to 19offices 4 to 7
Practice profile
derived from the filing of Aug 11, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $63.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 27derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.9MderivedHNW RAUM over HNW clients
- Average account
- $679,396derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 2.6derived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +5.6%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.9%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publicationsreportedItem 5.G
- Custody
- $567M, 268 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.1B86%
- Individuals$175M13%
- Corporations and businesses$10.8M0.8%
- Charitable organizations$6.9M0.5%
- Individual clients
- 324reported
- HNW clients
- 234reported
- Pension plan clients
- n/areported
- Charitable clients
- 3reported
- Accounts
- 1,957reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $567M for 268 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
21 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Elizabeth Strickland LarsonChartered Financial Analyst | Arlington, Va | Aug 13, 2013 | 34 y | 1 |
| Damon Anthony White | Arlington, Va | Aug 13, 2013 | 22 y | 1 |
| William Calvin Pitt | Arlington, Va | Aug 13, 2013 | 32 y | 2 |
| Ross Johnson LoomisChartered Financial Analyst | Arlington, Va | May 21, 2014 | 12 y | 0 |
| Eric Josef SchaeferCertified Financial Planner | Arlington, Va | Apr 22, 2015 | 16 y | 2 |
| Andrew Thomas SponaugleCertified Financial Planner | Arlington, Va | Nov 28, 2017 | 18 y | 2 |
| Mitchel SchlesingerChartered Financial Analyst | Arlington, Va | Apr 19, 2021 | 30 y | 3 |
| Joni Roberta AltCertified Financial Planner | Arlington, Va | Oct 21, 2021 | 40 y | 3 |
| Brian Matthew FyockCertified Financial Planner | Arlington, Va | Nov 6, 2023 | 10 y | 0 |
| Camille Jayde SvitekCertified Financial Planner, Chartered Financial Analyst | Washington, Dc | Jun 3, 2024 | 11 y | 2 |
| Eric Andrew Dzik | Arlington, Va | Jul 8, 2024 | 13 y | 0 |
| Eliot SimonCertified Financial Planner | Arlington, Va | Oct 9, 2024 | 12 y | 2 |
| Anh Thi NguyenChartered Financial Consultant | Arlington, Va | Jan 2, 2025 | 10 y | 2 |
| Sean Patrick Rogers | Arlington, Va | Mar 8, 2025 | 12 y | 0 |
| Brett Ryan Schmader | Arlington, Va | Jan 7, 2026 | 11 y | 1 |
| Brandon David WolfCertified Financial Planner | Arlington, Va | Feb 12, 2026 | 18 y | 1 |
| Sara Stainback CortesCertified Financial Planner | Bethesda, Md | Mar 9, 2026 | 16 y | 0 |
| Luke Michael Salzer | Arlington, Va | Mar 30, 2026 | 13 y | 1 |
| Christopher James CutlipCertified Financial Planner | Arlington, Va | Jun 4, 2026 | 11 y | 1 |
| Owen Edward Eldridge | Arlington, Va | Jul 16, 2026 | 10 y | 0 |
| Steven Andrew TomisekCertified Financial Planner | Arlington, Va | Sep 14, 2026 | 17 y | 2 |
Advisor movement
1 left, 5 joined in 12 months
net +4 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 5.0% of current headcount3 left over 36 months
Left, latest
- Carrie Helene Malatesta to Bogart Wealth, LLCJan 7, 2026 · RIA to RIA
- Jennifer Stewart to Glassman Wealth Services, LLCJan 8, 2025 · RIA to RIA
- Chris Alan Whalen to Osaic Wealth, Inc.Sep 30, 2024 · RIA to affiliated broker-dealer or bank
- Jordan Rubin to Bernhardt Wealth Management, Inc.Jan 28, 2022 · RIA to RIA
- Ryan Christopher Phillips to Guidepoint Financial PlanningMay 8, 2020 · RIA to a state-registered adviser
- John Arnold Edwards to Chesapeake Investment Management LLCJan 30, 2012 · Other
Joined, latest
- Steven Andrew Tomisek from Kirk Capital Advisors LLCSep 14, 2026 · RIA to RIA
- Christopher James Cutlip from Private Advisor Group, LLCJun 4, 2026 · Affiliated broker-dealer or bank to independent RIA
- Luke Michael Salzer from T.M. Wealth ManagementMar 30, 2026 · RIA to RIA
- Brandon David Wolf from Ameriprise Financial Services, LLCFeb 12, 2026 · Affiliated broker-dealer or bank to independent RIA
- Brett Ryan Schmader from Florida Financial Advisors, LLCJan 7, 2026 · Affiliated broker-dealer or bank to independent RIA
- Anh Thi Nguyen from DynamicJan 2, 2025 · RIA to RIA
- Eliot Simon from Garnet Group LLCOct 9, 2024 · RIA to RIA
- Camille Jayde Svitek from Prime Capital FinancialJun 3, 2024 · RIA to RIA
- Joni Roberta Alt from Hopwood Financial Services, Inc.Oct 21, 2021 · RIA to RIA
- Jordan Rubin from Manchester Capital Management LLCJun 15, 2021 · RIA to RIA
- Mitchel Schlesinger from Stone Bridge Investment Partners LLCApr 19, 2021 · Other
- Ryan Christopher Phillips from Sagevest Wealth ManagementMar 31, 2020 · RIA to RIA
- Andrew Thomas Sponaugle from United Capital Financial AdvisorsNov 28, 2017 · Other
- Eric Josef Schaefer from Savant Wealth ManagementApr 22, 2015 · Other
- Damon Anthony White from United Brokerage Services IncAug 13, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Calvin William Pitt · President/Co-Foundercontrolsince 03/2009 · owns 50% to 75%
- Lee Kris Sumner · Chief Compliance Officercontrolsince 05/2023 · owns less than 5%
- Anthony Damon White · Chief Operating Officer/Co-Foundercontrolsince 03/2009 · owns 10% to 25%
- Pollard Charles Cocke · Trusteecontrolsince 03/2009 · owns F of Charles P. Cocke Trust
- Elizabeth Cocke · Trusteecontrolsince 03/2009 · owns F of Charles P. Cocke Trust
- M. Estela Mcclean · Trusteecontrolsince 01/2024 · owns F of Marshall C. Mcclean Irrevocable Trust
- Pollard Charles Cocke · Trustee - Charles P. Cocke Trustsince 03/2009 · owns 5% to 10%
- Elizabeth Cocke · Trustee - Charles P. Cocke Trustsince 03/2009 · owns 5% to 10%
- M. Estela Mcclean · Trustee - Marshall C. Mcclean Irrevocable Trustsince 01/2024 · owns 5% to 10%
Entity owners
- Charles P. Cocke Trust · Memberdirect · owns 5% to 10%
- Marshall C. Mcclean Irrevocable Trust · Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Arlington, Va · principal | 20 | 6 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Gainesville, VA1 employees
- Virginia Beach, VA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Other offices · 5 to 7Mar 27, 2026 to Aug 11, 2026
- Accounts · 1,787 to 1,957Feb 4, 2026 to Mar 27, 2026
- Advisory employees · 15 to 17Feb 4, 2026 to Mar 27, 2026
- Charity clients · 2 to 3Feb 4, 2026 to Mar 27, 2026
- HNW clients · 206 to 234Feb 4, 2026 to Mar 27, 2026
- Individual clients · 311 to 324Feb 4, 2026 to Mar 27, 2026
- Assets in custody · $524M to $567MFeb 4, 2026 to Mar 27, 2026
- State-registered IARs · 18 to 19Feb 4, 2026 to Mar 27, 2026
- Other offices · 4 to 5Feb 4, 2026 to Mar 27, 2026
- Discretionary RAUM · $1.1B to $1.3BFeb 4, 2026 to Mar 27, 2026
- HNW RAUM · $928M to $1.1BFeb 4, 2026 to Mar 27, 2026
- Individual RAUM · $167M to $175MFeb 4, 2026 to Mar 27, 2026
- Non-discretionary RAUM · $41.5M to $44.7MFeb 4, 2026 to Mar 27, 2026
- RAUM · $1.2B to $1.3BFeb 4, 2026 to Mar 27, 2026
- Related insurance company · false to trueFeb 4, 2026 to Mar 27, 2026
- Financial planning clients · 101-250 to 101-250Mar 28, 2025 to May 27, 2025
- Accounts · 1,695 to 1,787Oct 30, 2024 to Mar 28, 2025
- Advisory employees · 12 to 15Oct 30, 2024 to Mar 28, 2025
- Advisory activities · 4 to 5Oct 30, 2024 to Mar 28, 2025
- Charity clients · 3 to 2Oct 30, 2024 to Mar 28, 2025
- Corporate clients · 10 to 6Oct 30, 2024 to Mar 28, 2025
- HNW clients · 196 to 206Oct 30, 2024 to Mar 28, 2025
- Individual clients · 303 to 311Oct 30, 2024 to Mar 28, 2025
- Assets in custody · $371M to $524MOct 30, 2024 to Mar 28, 2025
- Employees · 21 to 24Oct 30, 2024 to Mar 28, 2025
- State-registered IARs · 15 to 18Oct 30, 2024 to Mar 28, 2025
- Other offices · 5 to 4Oct 30, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.0B to $1.1BOct 30, 2024 to Mar 28, 2025
- HNW RAUM · $823M to $928MOct 30, 2024 to Mar 28, 2025
- Individual RAUM · $165M to $167MOct 30, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $25.3M to $41.5MOct 30, 2024 to Mar 28, 2025
- RAUM · $1.1B to $1.2BOct 30, 2024 to Mar 28, 2025
- Other offices · 7 to 5Jun 4, 2024 to Oct 30, 2024
- Other offices · 6 to 7Apr 22, 2024 to Jun 4, 2024
- Accounts · 1,095 to 1,695Dec 18, 2023 to Mar 28, 2024
- Advisory employees · 11 to 12Dec 18, 2023 to Mar 28, 2024
- HNW clients · 199 to 196Dec 18, 2023 to Mar 28, 2024
- Individual clients · 173 to 303Dec 18, 2023 to Mar 28, 2024
- Assets in custody · $383M to $371MDec 18, 2023 to Mar 28, 2024
- Employees · 16 to 21Dec 18, 2023 to Mar 28, 2024
Signals
16 dated events
- Steven Andrew Tomisek registered as an investment adviser representative at Evermay Wealth Management, LlcSep 14, 2026 · Advisor registered · fact
- Carrie Helene Malatesta left Evermay Wealth Management, Llc for Bogart Wealth, Llc (registered 2026-01-08)Jan 7, 2026 · Advisor changed firm · fact
- Jennifer Stewart left Evermay Wealth Management, Llc for Glassman Wealth Services, Llc (registered 2025-01-16)Jan 8, 2025 · Advisor changed firm · fact
- Chris Alan Whalen left Evermay Wealth Management, Llc for Osaic Wealth, Inc. (registered 2026-06-01)Sep 30, 2024 · Advisor changed firm · fact
- Evermay Wealth Management, Llc reported RAUM $1.1B, up 33% from $799.5M (2023-12-18 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Cole Marshall Mcclean (Trustee) no longer on Schedule A of Evermay Wealth Management, Llc (listed 2023-12-18, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- M. Estela Mcclean (Trustee) appeared on Schedule A of Evermay Wealth Management, LlcMar 28, 2024 · Control person joined · fact
- Carolyn Gail Mannix (Chief Compliance Officer) no longer on Schedule A of Evermay Wealth Management, Llc (listed 2023-03-31, absent 2023-06-23)Jun 23, 2023 · Control person left · inference
- Lee Kris Sumner (Chief Compliance Officer) appeared on Schedule A of Evermay Wealth Management, LlcJun 23, 2023 · Control person joined · fact
- Jordan Rubin left Evermay Wealth Management, Llc for Bernhardt Wealth Management, Inc. (registered 2022-02-17)Jan 28, 2022 · Advisor changed firm · fact
- Carolyn Gail Mannix (Chief Compliance Officer) appeared on Schedule A of Evermay Wealth Management, LlcMay 27, 2021 · Control person joined · fact
- Strickland Elizabeth Larson (Senior Wealth Advisor/Principal) no longer on Schedule A of Evermay Wealth Management, Llc (listed 2020-09-16, absent 2021-01-12)Jan 12, 2021 · Control person left · inference
- Biljana Mckinley (Wealth Advisor/Co-Founder) no longer on Schedule A of Evermay Wealth Management, Llc (listed 2020-07-10, absent 2020-09-16)Sep 16, 2020 · Control person left · inference
- Donald Sullivan (Trustee) no longer on Schedule A of Evermay Wealth Management, Llc (listed 2020-07-10, absent 2020-09-16)Sep 16, 2020 · Control person left · inference
- Cole Marshall Mcclean (Trustee) appeared on Schedule A of Evermay Wealth Management, LlcSep 16, 2020 · Control person joined · fact
- Evermay Wealth Management, Llc reported RAUM $539.8M, up 26% from $427.2M (2017-03-21 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Evermay Wealth Management, LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 703-822-5696reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/EVERMAY-WEALTH-MANAGEMENT-LLCreportedpublic record, Form ADV, Sep 17, 2026
- Website
- evermay.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 703 822-5696reportedpublic record, Form ADV, Aug 11, 2026
- Contact form
- evermay.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- evermay.com/our-peoplereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $66.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026