Emerson Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, tailoring investment programs to each client’s objectives and any stated restrictions. It does not offer wrap-fee program management and generally bills on an assets-under-management basis with ongoing account oversight.
The investment approach is a tactical allocation strategy intended to reduce risk while seeking improved performance, using a broad range of instruments such as exchange-listed and OTC securities, mutual funds, options (including covered-option writing), margin, and cash positions as potential hedges. The firm draws on fundamental, technical, and cyclical analysis to inform trading and may implement rebalancing, tax-harvesting, or sector-weighting adjustments as warranted by client goals and market conditions.
The practice is a single-advisor, small-client operation—managing roughly $60.8 million for about 16 clients—and completed its transition to state registration in early 2025 after being founded in 2002, a recent formalization that distinguishes it from longer-continuing registered peers. The firm does not charge performance-based fees, does not vote client proxies (clients retain voting authority), reports no disciplinary history, and the managing member publishes a market commentary site while dedicating minimal time to that activity.
Client services
Expertise
Fee options
$0+: 1.50% per annum +: as low as 0.05% per annum
Main office
Naples FL
Advisors at this office
1
Most active in
California · Florida
Also doing business as
Emerson Partners · Emerson Partners, LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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”)