William C. Pitt

EVERMAY WEALTH MANAGEMENT

ARLINGTON, VA 22203

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CRD#: 2477125

Professional summary

William Calvin Pitt IV, who also goes by Will Pitt, William C Pitt IV, William C. Pitt Iv, is a registered financial advisor currently at EVERMAY WEALTH MANAGEMENT, LLC located in Arlington, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Pitt | William C Pitt Iv | William C. Pitt Iv

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.

PITT PARTNERS, LP - I AM A LIMITED PARTNER WITH RISK LIMITED TO MY $50,000 INVESTMENT. I AM A SILENT NON-ACTIVE HALF OWNER. PITT PARTNERS, LP WAS CREATED FOR THE SOLE PURPOSE OF MAKING A ONE-TIME INVESTMENT INTO THE PREFERRED STOCK OF A PRIVATE COMPANY NEARLIFE, INC., A DELAWARE COMPANY BASED OUT OF CAMBRIDGE, MA. BELER, PITT & JULIAS, LLC - I AM A MEMBER AND A 33.33% OWNER OF THIS VA LIMITED LIABILITY COMPANY. IT WAS CREATED FOR THE PURPOSE OF BUYING RESIDENTIAL RENTAL REAL ESTATE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Calvin Pitt IV'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®

None

Experience

Current

May 19, 2009 - Present

EVERMAY WEALTH MANAGEMENT, LLC

Office #1: 3901 Fairfax Drive Suite 400, Arlington, VA 22203

RIA

CRD#: 149230

ARLINGTON, VA

Past

August 30, 2002 - April 16, 2009

UNITED BROKERAGE SERVICES, INC

RIA

CRD#: 39062

VIENNA, VA

Past

August 30, 2002 - April 16, 2009

UNITED BROKERAGE SERVICES, INC

CRD#: 39062

VIENNA, VA

Past

February 3, 1997 - September 11, 2002

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

RICHMOND, VA

Past

May 6, 1996 - September 11, 2002

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

December 4, 1995 - May 13, 1996

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

RICHMOND, VA

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/1/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/20/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/18/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/11/2003

General Securities Principal Examination

Current Firm

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

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERMAY WEALTH MANAGEMENT FORM ADV PART 2A (8/1/2025)

Regulatory assets under management

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

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/21/2025	Cover Page	Report
10/04/2024	Cover Page	Report
10/16/2023	Cover Page	Report
11/18/2022	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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

William C. Pitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Calvin Pitt IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED BROKERAGE SERVICES, INC

UNITED BROKERAGE SERVICES, INC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

SCOTT & STRINGFELLOW, LLC

Primary Firm SEC Registration

EVERMAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/1996

Series 63

Date: 4/20/1994

Series 7

Date: 4/18/1994

Series 24

Date: 8/11/2003

Current Firm

EVERMAY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EVERMAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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