Emergent Global Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Emergent Global Investments is a small, supported advisory firm that serves individual clients (including high‑net‑worth and non‑HNW households) as well as business entities, pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary and non‑discretionary portfolio management alongside comprehensive financial planning services covering retirement, tax, estate, and risk‑management topics.
The firm’s investment process centers on customized strategic asset allocation implemented through a proprietary methodology and informed by multiple analysis techniques (fundamental, technical, quantitative, cyclical, and qualitative). Portfolios may include a broad range of vehicles — mutual funds, ETFs, domestic and foreign equities, fixed income, alternatives such as hedge funds and REITs, commodity exposures, crypto ETFs, and, for qualified clients, limited use of margin and shorting.
Noteworthy for a firm of its size, Emergent discloses personnel who are registered representatives of a broker‑dealer and formal referral/solicitor relationships, and it uses the Pontera platform to manage retirement accounts — arrangements that can involve other financial‑product activities uncommon among peers. The firm also discloses receipt of non‑transactional support and benefits from a custodian relationship and states these relationships and platform uses as potential conflicts of interest in its disclosures.
Client services
Expertise
Fee options
$0 - $50,000: 1.90% $50,000 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,500,000: 0.75% $3,500,000 - $6,000,000: 0.50% $6,000,000+: Negotiated
Main office
2020 Ponce De Leon Blvd, Ste 1101
Coral Gables FL 33134
Advisors at this office
2
Most active in
Florida · New York · Texas
Also doing business as
Atrio Advisors · Atrio Wealth · Egi · Emergent Global Investments · Emergent Global Investments, LLC · Emergent Global Wealth Management · Emergent Wealth Management · My Impact
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
Advisors at this firm
Cesar M
Series 66
Coral Gables, FL
Emergent Global Investments
Cesar Murillo is a financial advisor with Emergent Global Investments, holding a Series 66 designation and 15 years of industry experience. He has worked at Emergent Global Investments since 2017 and previously at Aguila Asset Management. Outside of his advisory role, he is the business owner of North Atlantic Civil, a non-investment related venture. Emergent Global Investments provides discretionary and non-discretionary investment management and financial planning services to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation framework combined with multiple analytical approaches and offers portfolios that may include a broad range of traditional and alternative investments.
Jorge G
Series 65
Coral Gables, FL
Emergent Global Investments
Jorge Gullon is a financial advisor at Emergent Global Investments in Coral Gables, FL, holding a Series 65 designation. He has worked in the financial industry since 2018, with experience at firms including Valvian Capital and Euro-Funding Advisory Group. Emergent Global Investments serves individual clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning. The firm employs a customized strategic asset allocation process using multiple analysis methods and offers a broad range of investment vehicles.
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