JP
John R. Pugh
EVERMAY WEALTH MANAGEMENT
GAINESVILLE, VA 20155
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CRD#: 2649420
JP
Professional summary
John Robert Pugh JR, CFA, CFP®, who also goes by Bob Pugh, John Pugh, John Robert Purgh Jr, is a registered financial advisor currently at EVERMAY WEALTH MANAGEMENT, LLC located in Gainesville, Virginia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John has worked at 2 firms and has passed the Series 65 and Series 63 exams.
Biography
Insight Wealth Management (IWM) is an independent, fee-only investment management and financial planning firm located in Gainesville, Virginia. With IWM, you will work directly with one of the most respected investment professionals in the Washington, DC region. Bob Pugh, CFA, CFP®, the Founder and President of IWM, has over twenty years of experience as an investment advisor, economic analyst, educator, financial planner and portfolio manager. His colleagues in the 1,700-member CFA Society of Washington, DC elected him twice to serve as Society President, the only member in the Society's sixty-year history to enjoy that distinction. Colleagues from CFA Societies from Maine through Virginia elected him to serve a two-year term as the Eastern Region Presidents Council Representative with the CFA Institute. The Chartered Financial Analyst (CFA) designation is the global gold standard of credentials in the investments profession. Bob has taught investment analysis and portfolio management for the Johns Hopkins University's Carey School of Business, for the Johns Hopkins University School of Medicine's "Business of Medicine" program, for CFA candidates in the United States and internationally, and for numerous other organizations and institutions of higher learning. In November 2011, "Medical Economics," the leading business publication for medical professionals in the United States, named Bob as one of the Best Financial Advisers for Doctors in the nation. Insight Wealth Management, Inc. works with doctors and other medical professionals, as well as people in many other professions and retirees.
We invite you to contact us to schedule a free, no-obligation initial consultation and portfolio review with Insight Wealth Management.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Income Management
Investment Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Education Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Corporate Executives
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Bob Pugh | John Pugh | John Robert Purgh Jr
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.
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Pugh JR's 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®
CFP®
Start date: 2010
Experience
Current
January 16, 2024 - Present
EVERMAY WEALTH MANAGEMENT, LLC
Office #1: 7250 Heritage Village Plaza Suite 101, Gainesville, VA 20155RIA
CRD#: 149230
GAINESVILLE, VA
Past
January 27, 2006 - December 31, 2024
INSIGHT WEALTH MANAGEMENT, INC.
RIA
CRD#: 135612
GAINESVILLE, 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".
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
Texas(1/16/2024)
IAR
Virginia(1/16/2024)
Exams
State Security Law Exam
State Security Law Exam
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)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 10/04/2024 | ||
| 10/16/2023 | ||
| 11/18/2022 |
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.
