E
Emmaus Investor Services Corp.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,376,201
Total clients
39
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$266,056
About
Emmaus Investor Services provides fee-only advisory services to individual investors, including retirement accounts, through portfolio management and a separate portfolio review and recommendation service that clients may use for “hands-on” investing. The firm monitors client accounts held at a third‑party custodian and does not take custody of client assets, although it may be authorized to withdraw advisory fees from those custodian accounts.
The advisory process combines fundamental, technical and cyclical analysis and uses third‑party research tools such as Investment Business Daily and Worden TC2000 to support security selection, with recommendations calibrated to documented financial profiles and risk tolerances. Clients may impose written investment restrictions or an investment policy statement, and the firm offers both non‑discretionary advice and discretionary trading when authorized.
Noteworthy differences from many peers include a general reluctance to recommend mutual funds except where limited by retirement plan options, and the occasional use of leveraged and inverse ETFs as hedging tools — positions the firm acknowledges may be held longer than the single‑day objective of those products. The advisory practice is connected to an affiliated educational publisher that produces an investment newsletter, and the firm identifies itself as operating on a fee‑only basis with a recommended custodian for execution and account access.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $150,000: $999/year (Portfolio Review and Recommendations) $150,000 - $500,000: $1,999/year (Portfolio Review and Recommendations) $500,000 - $1,000,000: $2,999/year (Portfolio Review and Recommendations) $1,000,000+: $3,999/year (Portfolio Review and Recommendations) $0 - $100,000: Negotiated (Portfolio Management) $100,000 - $150,000: $150/month (Portfolio Management) $150,001 - $500,000: $200/month (Portfolio Management) $500,001 - $750,000: $250/month (Portfolio Management) $750,001+: Negotiated (Portfolio Management)
Minimum fee: Portfolio Review and Recommendations: $999/year for accounts $0 to $150,000 Fee-only: Fee only financial advisor; fees based on fixed fees for Portfolio Review and tiered monthly fees or negotiated fees for Portfolio Management.
Main office location
Emmaus Investor Services Corp.
Dayton OH, United States
Number of offices
1
Most active in
Emmaus Investor Services Corp. 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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