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Investment Adviser Firm Summary

EVERMAY WEALTH MANAGEMENT, LLC (CRD# 149230 / SEC# 801-70170)
Alternate Names: EVERMAY WEALTH MANAGEMENT, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 03/27/2009

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
California 03/27/2009
District of Columbia 03/27/2009
Florida 04/27/2009
Maryland 03/27/2009
Massachusetts 03/27/2009
Michigan 01/22/2010
New York 04/27/2009
North Carolina 01/07/2013
Pennsylvania 01/07/2013
South Carolina 01/22/2010
Texas 04/24/2009
Virginia 03/27/2009
West Virginia 01/22/2010

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser