Emerald Pacific Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Emerald Pacific Investment Advisors LLC is a state‑registered investment advisory firm founded in 2021 that offers tailored, ongoing portfolio management to individuals, high‑net‑worth clients, and business entities, typically recommending a diversified mix of individual stocks and bonds, mutual funds, ETFs, REITs, and cash equivalents. As of December 31, 2024 the firm reported no discretionary or non‑discretionary assets under management.
The firm provides non‑discretionary, client‑approved investment advice and monitors accounts periodically (generally at least quarterly), employing fundamental and technical analysis, asset allocation, and mutual fund/ETF selection to construct portfolios and to advise on held‑away retirement accounts and rollover decisions. It operates on a fee‑only basis and charges asset‑based advisory fees; it does not sponsor wrap fee programs or assess performance‑based fees.
Distinctive disclosures in the firm’s Form ADV include an affiliation with an affiliated mortgage brokerage through common ownership, with the firm’s principal devoting substantial weekly time to mortgage brokerage activities and the potential to refer advisory clients to that affiliate, a relationship the ADV identifies as a conflict of interest. The brochure also discloses historical regulatory and disciplinary events—FINRA/NASD actions involving a prior broker‑dealer, a state administrative prohibition on mortgage activity that expired in 2014, and a prior personal bankruptcy—which the firm reports as material disclosure events.
Client services
Expertise
Fee options
$0 - $299,999: 1.50% $300,000 - $499,999: 1.40% $500,000 - $1,499,999: 1.25% $1,500,000 - $2,999,999: 1.00% $3,000,000+: 0.80%
Fee-only: Compensated solely through advisory fees; no commissions or other sales charges
Main office location
Emerald Pacific Investment Advisors LLC
Tacoma WA, United States
Number of offices
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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