Investment adviser · CRD 338769

EMERALD INVESTMENT ADVISERS, LLC

Investment adviser filing (IA)

LEOLA, PA, United States · Form ADV filed Jan 30, 2026

Regulatory AUM: $2.26B
Client accounts: 189
Employees: 12
Advisory professionals: 12

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Other clients	17	$1,283,687,301	56.7%
Other investment advisers	6	$392,360,648	17.3%
Retirement plans	25	$263,967,561	11.7%
High-net-worth individuals	69	$105,625,616	4.7%
Investment companies	1	$85,814,122	3.8%
Charities	32	$69,182,352	3.1%
Corporations & businesses	12	$32,664,866	1.4%
Government entities	Fewer than 5	$15,178,913	0.7%
Individuals	23	$10,279,460	0.5%
Banks & thrifts	Fewer than 5	$3,933,719	0.2%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2029248 · Jan 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

3175 OREGON PIKE
LEOLA, PA, 17540, United States

CRD 338769

Filing source

Form ADV 2029248 · Jan 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.