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| Happy Holidays!! thanks for using AUM13F!! |
| Evermay Wealth Management LLC
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| CRD # | 149230 |
| SEC # | 801-70170 |
| CIK # | 0001066816 |
| AUM | $1.2 B (2025-05-27) |
| Employees | 24 (62% Investors, 0% Brokers) |
| Phone | 703-822-5696 |
| Address | 3901 Fairfax Drive Arlington, VA 22203 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 67.8 | ||
| Amazon Com Inc | 13.4 | ||
| Apple Inc | 12.1 | ||
| Microsoft Corp | 8.8 | ||
| Alphabet Inc | 6.3 | ||
| John Marshall Bancorp Inc | 6.3 | ||
| J P Morgan Chase & Co | 5.6 | ||
| Facebook Inc | 3.6 | ||
| Nvidia Corp | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 311 | 166.7 |
| (b) Individuals (high net worth individuals) | 206 | 927.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 80.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,787 | 1,180.5 |
| By Discretionary | ||
| Discretionary | 1,731 | 1,139.0 |
| Non-Discretionary | 56 | 41.5 |
| Total | 1,787 | 1,180.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.4 | |
| United States Persons | 1,165.1 | |
| Total | 1,787 | 1,180.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001066816] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortis Capital Advisors LLC
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|
KS | 1.2 |
|
Payne Capital Management LLC
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|
NY | 1.2 |
|
Triangle Securities Wealth Management Inc
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|
NC | 1.2 |
|
Hottinger & Co Limited
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1.2 | |
|
Great Waters Wealth Management
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|
MN | 1.2 |
|
Chatterton & Associates the Wealth Management Team Inc
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|
CA | 1.2 |
|
Paul Winkler Inc
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|
TN | 1.2 |
|
New England Professional Planning Group Inc
✚
|
RI | 1.2 |
|
Centennial Securities Company Inc
✚
|
MI | 1.2 |
|
Wallington Asset Management LLC
✚
|
IN | 1.2 |