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CS

Camille J. Svitek

EVERMAY WEALTH MANAGEMENT
WASHINGTON, DC
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CRD#: 7392354
CS

Professional summary


Camille Jayde Svitek, who also goes by Camille Jayde Pittman, Camille Pittman, is a registered financial advisor currently at EVERMAY WEALTH MANAGEMENT, LLC located in Washington, District Of Columbia.

Camille is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Camille has worked at 3 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Camille Jayde Pittman | Camille Pittman

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 Camille Jayde Svitek'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

June 3, 2024 - Present

EVERMAY WEALTH MANAGEMENT, LLC

Office #2: 3901 Fairfax Drive Suite 400, Arlington, VA 22203
RIA
CRD#: 149230
WASHINGTON, DC
Past

October 2, 2023 - April 9, 2024

PRIME CAPITAL FINANCIAL

RIA
CRD#: 288712
SAN ANTONIO, TX
Past

June 30, 2021 - September 29, 2023

SENDERO WEALTH MANAGEMENT, LLC

RIA
CRD#: 145594
SAN ANTONIO, TX

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
District of Columbia
(6/25/2024)
IAR
Virginia
(6/3/2024)

Exams


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 (8/1/2025)

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
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.

Company Information


EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230Washington, DC

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