EMERALD BLUE ADVISORS

RIASEC Registered

Total AUM

$89.4M

Discretionary

$88.6M

99% of AUM

Avg account

$202K

Accounts

442

Employees

Advisory reps

Firm details

Headquarters: LAGUNA HILLS, California
CRD number: 166113
Website: www.emeraldblueadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO., CAPITAL CLIENT GROUP, INC., TRADE-PMR INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI87.3%
Individuals11.52%
Pension & Profit Sharing Plans0.84%
Charitable Organizations0.34%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Emerald Blue Advisors is an independent registered investment adviser structured as a corporation and owned by an individual. The firm serves a mix of individual and family clients along with smaller institutional relationships, focusing its advisory work on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Compensation consists of a percentage-of-assets model supplemented by hourly charges for planning or advisory work. Investment activity is predominantly discretionary: the firm manages the large majority of client assets on a discretionary basis and allocates a meaningful portion of its capital to private funds, with a pronounced tilt toward real estate strategies. Emerald Blue Advisors does not present itself as an active ESG investor and does not operate as a capital allocator; instead it relies on third‑party managers for alternative exposures while combining those positions with more liquid vehicles to meet client liquidity and income needs.