EMGO Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EMGO Capital, LLC provides financial planning and consulting to both individuals and organizations, including corporations, limited liability companies, sole proprietorships and other small businesses. Services described in the brochure include investment, retirement and education planning as well as corporate and personal tax planning, cost segregation studies, corporate-structure advice, real estate and mortgage/debt analysis, and business financial planning.
The firm begins client engagements with an Investment Policy and an in‑depth analysis of goals, risk tolerance, liquidity and tax or legal considerations, and applies a Fundamental Asset Forecast approach that emphasizes capital preservation, long‑term growth and performance across market cycles. EMGO currently reports $0 in discretionary assets and $15,000 in non‑discretionary assets (as of 12/31/2025), and conducts periodic reviews rather than providing discretionary portfolio management.
What distinguishes EMGO Capital from many solo independent advisers is the principal’s professional background and the firm’s corporate‑oriented service mix: the managing owner holds CPA and Renewables Valuation Analyst designations, works full time in accounting/treasury roles within the renewables sector, and discloses separate accounting activities that are not solicited to advisory clients. The brochure indicates a primary focus on planning and consulting for both personal and business clients rather than traditional AUM‑based portfolio management.
Client services
Expertise
Occupation focus
Fee options
Fixed fee on a monthly basis up to a maximum of $50 per month
Minimum fee: Maximum $50 per month fixed fee for standalone financial planning and consulting services
Main office
Arden NC
Advisors at this office
1
Most active in
North Carolina
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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”)