Emmanuel Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,300,000
Total clients
27
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$974,074
About
Emmanuel Capital Management serves individuals, trusts, retirement-plan participants, small businesses, pension and profit-sharing plans, and non-profit organizations, providing discretionary portfolio management, financial planning, and ad-hoc consulting projects. The firm also manages employer-sponsored retirement accounts (e.g., 401(k) plans) and will use limited power-of-attorney arrangements when necessary to implement investment recommendations.
The firm's investment approach emphasizes fundamental, value-oriented security selection within diversified portfolios and a long-term holding horizon, guided by a written Investment Policy Statement and a client risk-tolerance questionnaire. Investment instruments are primarily ETFs and mutual funds, supplemented by individual equities and bonds, REITs, MLPs, and, where appropriate, short/leveraged ETFs or commodity funds for tactical hedging and inflation diversification.
Noteworthy for a single-advisor independent firm, Emmanuel Capital Management provides pension consulting and works with institutional clients in addition to individual investors—services that are less common among peers. Its sole advisor holds the CFA designation and has prior senior portfolio-management experience at a large mutual fund firm, and the firm conducts regular portfolio reviews and issues quarterly market commentaries while custodial assets remain with major custodians.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
College savings (529s, UTMA, etc.)
General retirement planning
Wealth management
Cash flow / budgeting
Fee options
Fixed fee determined by estimate of hours required and hourly rate; negotiable
$100,000 - $1,000,000: 1.00% of Assets $1,000,001 - $2,000,000: 0.75% of Assets $2,000,001+: 0.50% of Assets
$100-$200 per hour depending on complexity and personnel involved
Account minimum: $100,000 Minimum fee: Minimum fee normally $250 per calendar quarter, may be changed or waived at discretion of ECM
Main office location
Emmanuel Capital Management, LLC
Pittsurgh PA, United States
Number of offices
1
Most active in
Emmanuel Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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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