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EL

Elizabeth S. Larson

EVERMAY WEALTH MANAGEMENT
ARLINGTON, VA 22203
Some features on this profile are disabled
CRD#: 1796419
EL

Professional summary

Elizabeth Strickland Larson, CFA, who also goes by Elizabeth Jean Strickland, is a registered financial advisor currently at EVERMAY WEALTH MANAGEMENT, LLC located in Arlington, Virginia.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Elizabeth has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elizabeth Jean Strickland

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Strickland Larson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

May 15, 2009 - Present

EVERMAY WEALTH MANAGEMENT, LLC

Office #1: 3901 Fairfax Drive Suite 400, Arlington, VA 22203
RIA
CRD#: 149230
ARLINGTON, VA
Past

June 17, 2004 - May 26, 2009

AYRSHIRE ASSOCIATES INC

RIA
CRD#: 107323
WASHINGTON, DC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EVERMAY WEALTH MANAGEMENT, LLC
EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA
Registered Investment Advisory firm - (3/27/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(8/13/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/1/1992
Uniform Investment Adviser Law Examination

Current Firm

EW
EVERMAY WEALTH MANAGEMENT, LLC
EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA
Registered Investment Advisory firm - (3/27/2009 Approved)
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Contact information

Main Address
3901 Fairfax Drive Suite 400, Arlington, VA 22203
Mailing Address
Phone number
(703) 822-5696
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVERMAY WEALTH MANAGEMENT FORM ADV PART 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts1,787
AUM (Assets Under Management)$ 1,180,517,977

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/21/2025
Cover Page
Report
10/04/2024
Cover Page
Report
10/16/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230Arlington, VA 22203

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