E
Emerald Investments, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,295,972
Total clients
15
47% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$353,065
About
Emerald Investments, Inc. provides investment advisory and portfolio management services primarily to individual clients and also offers pension consulting for plan sponsors. The firm reports approximately $5.9 million in assets under management across about 15 clients.
The firm's brochure indicates advisory fees are charged as a percentage of assets and that it provides discretionary portfolio management for individual accounts. That portfolio work is supplemented by consulting services for retirement plans, so the firm addresses both client-specific investment objectives and plan-level considerations.
Emerald’s offering of pension consulting is a notable outlier among independent advisers of its size and suggests the firm advises both individuals and small plan sponsors. With modest assets under management and a compact client roster, the firm conducts pension consulting alongside individualized portfolio oversight rather than through a separate institutional platform.
Client services
Financial planning
Portfolio management
Pension consulting
Main office location
Emerald Investments, Inc.
1655 Fort Myer Drive, Office 759
Arlington VA 22209, United States
Number of offices
1
Most active in
Emerald Investments, Inc. has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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