Investment adviser · CRD 288434
EMERGENT FINANCIAL SERVICES, LLC.
Investment adviser filing (IA)
CHARLOTTESVILLE, VA, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $195M Form ADV · Item 5.F
- Client accounts
- 250 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | Fewer than 5 | $127,400,000 | 65.3% |
| Individuals | 227 | $35,300,000 | 18.1% |
| High-net-worth individuals | 19 | $32,500,000 | 16.6% |
| Charities | Fewer than 5 | $1,000 | 0.0% |
Filing source
Form ADV 2078221 · Mar 24, 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 fundsThe 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: Mar 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
310 OLD IVY WAY STE 302, SUITE 302CHARLOTTESVILLE, VA, 22903, United States
CRD 288434
Filing source
Form ADV 2078221 · Mar 24, 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.