A complete list of active advisors currently associated with Emerald Asset Management, Inc.
Warmer can help you find a great advisor at Emerald Asset Management, Inc. or one who fits your needs even better.
Emerald Asset Management is a privately held, SEC-registered adviser that serves individuals (including high‑net‑worth clients), families, trusts, charitable organizations, and employer retirement plans. It offers portfolio management on both a discretionary and non‑discretionary basis, financial planning and consulting, and ongoing pension consulting, and reports roughly $120.8 million in regulatory assets under management across about 167 client relationships with two advisory professionals. The firm integrates fundamental, technical, and quantitative analysis into its investment process and runs distinct strategies such as a Global Rising Dividend income-oriented sleeve, a Global Capital Appreciation momentum-driven sleeve, strategic asset allocation models, and custom fixed‑income portfolios. Its active toolkit includes tactical risk management and the use of margin, options, short sales, and inverse/leveraged ETFs, and for properly qualified investors it sources private and alternative investments (e.g., private equity, private credit, direct real estate, hedge funds and exchange funds). Compared with many peers at this scale, Emerald combines ERISA‑aware pension consulting — with the ability to act in either a 3(21) advisory or 3(38) discretionary fiduciary capacity — and access to a broad set of private/alternative offerings alongside traditional wealth management. The firm also operates through institutional custody and execution relationships (including prime‑brokerage workflows and broker arrangements that support research and back‑office services) and discloses a potential dependence on its small leadership team as a key‑person consideration.
To learn more about the advisors currently working at Emerald Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rocky Mount, NC
| 15
| |
Rocky Mount, NC
| 25
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)