President & Co-Founder · Evermay Wealth Management, LLC
Damon A. White
CRD 4625892 · Named on Form ADV at one SEC-registered adviser
At a glance
Evermay Wealth Management, LLC, an SEC-registered wealth manager based in Arlington, VA with $1.3 billion in regulatory assets, lists Damon A. White on its Form ADV as President & Co-Founder, a control person.
Firms and roles
- Evermay Wealth Management, LLCPresident & Co-FounderWealth manager · Arlington, VA · $1.3B in regulatory assets
AtlasMembers
Damon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (8)
- William C. PittChief Executive Officer & C-Founder, Evermay Wealth Management, LLC
- Charles P. CockeTrustee - Charles P. Cocke Trust, Evermay Wealth Management, LLC
- Elizabeth CockeTrustee - Charles P. Cocke Trust, Evermay Wealth Management, LLC
- Kris L. SumnerChief Compliance Officer, Evermay Wealth Management, LLC
- Estela M. McCleanTrustee - Marshall C. McClean Irrevocable Trust, Evermay Wealth Management, LLC
3 more people named with Damon on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Damon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.