Emberhouse, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EmberHouse serves individuals (including high-net-worth clients), retirement plans, charities, trusts, and businesses, providing discretionary asset management alongside integrated financial planning and ERISA-plan advisory services. The firm invoices asset management through an all-inclusive wrap fee program and does not offer financial planning as a standalone service.
Portfolios are managed on a discretionary basis using documented client objectives, risk tolerances, and time horizons; the firm monitors allocations, rebalances as needed, and provides periodic performance reporting. EmberHouse’s investment analysis and implementation draw on a range of methods—fundamental, technical, quantitative, and modern portfolio theory—and may include derivatives, options, margin trading, ETFs, and other instruments depending on client objectives.
What stands out relative to peers is the firm’s role as a wrap-fee program sponsor and its choice to deliver asset management exclusively within that wrap structure, a practice uncommon among independent advisers. The brochure also highlights retirement-plan fiduciary services (3(21)/3(38)) and a broad, sometimes higher‑risk toolkit (e.g., leveraged/inverse ETFs, futures, options), which is notable for an independent adviser with a relatively compact operating structure.
Client services
Expertise
Fee options
Less than $1,000,000 - $1,000,000: 1.50% $1,000,000 - $2,500,000: 1.25% Greater than $2,500,000+: Negotiated
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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