Emerald Investment Advisers, LLC

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$12M

Accounts

189

Employees

Advisory reps

Firm details

Headquarters: Leola, Pennsylvania
CRD number: 338769
Registered since: November 17, 2025
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, FIS BROKERAGE & SECURITIES SERVICES LLC
Fee structure: Percentage of AUM
Client types: Other56.73%
Other Investment Advisers17.34%
Pension & Profit Sharing Plans11.67%
HNWI4.67%
Investment Companies3.79%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Emerald Investment Advisers, LLC is an institutional registered investment adviser organized as an LLC that manages portfolios for both individual/family clients and institutional investors. The firm provides fee-based portfolio management across individual/small business accounts, investment companies, pooled investment vehicles, and institutional clients. Emerald is SEC-registered (registered in 2025) and charges clients on a percentage-of-AUM basis. The firm does not identify as an active ESG investor.