EMERALD ASSET MANAGEMENT, INC.
  • EMERALD ASSET MANAGEMENT, INC.
  • EAM, INC.
  • EMERALD ASSET MANAGMENT, INC.

Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 02/28/2025
Other registrations (2)
Former registrations

EMERALD ASSET MANAGEMENT, INC.

ADV Location ROCKY MOUNT, NC, United States
Contact Info 252 xxxxxxx
Websites
AUM* 120,761,226 9%
of that, discretionary 117,713,575 16%
Number of Employees 2
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 284,814 2%
% High Net Worth 45.29% 9%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

118M 101M 84M 67M 50M 34M 17M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees