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Chief Financial Officer and Director of Artificial Intelligence · Evermay Wealth Management, LLC

Ross J. Loomis

CRD 6321729 · 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 Ross J. Loomis on its Form ADV as Chief Financial Officer and Director of Artificial Intelligence.

Firms and roles

  • Evermay Wealth Management, LLCChief Financial Officer and Director of Artificial IntelligenceWealth manager · Arlington, VA · $1.3B in regulatory assets

AtlasMembers

Ross’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • William C. PittChief Executive Officer & C-Founder, Evermay Wealth Management, LLC
  • Damon A. WhitePresident & Co-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

3 more people named with Ross on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ross’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.