Evermay Wealth Management LLC

Evermay Wealth Management LLC, a Virginia-based Limited Liability Company, boasts a team of 13 employees, 8 of which serve in an advisory capacity. Though the number of clients it serves remains unknown, the firm has maintained its SEC status as "Approved" since registering on March 27, 2009.

• BILJANA MCKINLEY

  WEALTH ADVISOR/CO-FOUNDER owns more than 10% but less than 25%

• CHARLES P. COCKE TRUST

  MEMBER owns more than 5% but less than 10%

• CHARLES POLLARD COCKE

  TRUSTEE - CHARLES P. COCKE TRUST owns more than 5% but less than 10%

• CHARLES POLLARD COCKE

  TRUSTEE - YUKON TRUST owns more than 5% but less than 10%

• DAMON ANTHONY WHITE

  CHIEF OPERATING OFFICER/CO-FOUNDER/CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

• DONALD SULLIVAN

  TRUSTEE - YUKON TRUST owns more than 5% but less than 10%

• ELIZABETH COCKE

  TRUSTEE - CHARLES P. COCKE TRUST owns more than 5% but less than 10%

• ELIZABETH STRICKLAND LARSON

  SENIOR WEALTH ADVISOR/PRINCIPAL owns less than 5%

• WILLIAM CALVIN PITT

  PRESIDENT/CO-FOUNDER owns more than 50% but less than 75%

• YUKON TRUST

  MEMBER owns more than 5% but less than 10%

• CHARLES POLLARD COCKE

  TRUSTEE

• CHARLES POLLARD COCKE

  TRUSTEE

• DONALD SULLIVAN

  TRUSTEE

• ELIZABETH COCKE

  TRUSTEE

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• Strategic Investment Management LLC

• Analyzing Evermay Wealth Management's Q3 vs. Q4 2022 Holdings: Which Stocks Changed and Why?

• SCHWAB STRATEGIC TR $72,232k
• ISHARES TR CORE S&P MCP ETF $38,589k
• JP MORGAN EXCHANGE TRADED FD $35,438k
• VANGUARD INDEX FDS S&P 500 ETF SHS $30,722k
• SPDR S&P 500 ETF TR TR UNIT $25,745k
• PIMCO ETF TR $16,531k
• ISHARES TR CORE S&P500 ETF $12,474k
• ISHARES TR CORE S&P SCP ETF $12,411k
• VANGUARD INDEX FDS MID CAP ETF $6,554k
• Amazon.com Inc $5,467k