Emmanuel Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Emmanuel Capital Management serves individuals, trusts, retirement-plan participants, small businesses, pension and profit-sharing plans, and non-profit organizations, providing discretionary portfolio management, financial planning, and ad-hoc consulting projects. The firm also manages employer-sponsored retirement accounts (e.g., 401(k) plans) and will use limited power-of-attorney arrangements when necessary to implement investment recommendations.
The firm's investment approach emphasizes fundamental, value-oriented security selection within diversified portfolios and a long-term holding horizon, guided by a written Investment Policy Statement and a client risk-tolerance questionnaire. Investment instruments are primarily ETFs and mutual funds, supplemented by individual equities and bonds, REITs, MLPs, and, where appropriate, short/leveraged ETFs or commodity funds for tactical hedging and inflation diversification.
Noteworthy for a single-advisor independent firm, Emmanuel Capital Management provides pension consulting and works with institutional clients in addition to individual investors—services that are less common among peers. Its sole advisor holds the CFA designation and has prior senior portfolio-management experience at a large mutual fund firm, and the firm conducts regular portfolio reviews and issues quarterly market commentaries while custodial assets remain with major custodians.
Client services
Expertise
Fee options
Fixed fee determined by estimate of hours required and hourly rate; negotiable
$100,000 - $1,000,000: 1.00% of Assets $1,000,001 - $2,000,000: 0.75% of Assets $2,000,001+: 0.50% of Assets
$100-$200 per hour depending on complexity and personnel involved
Account minimum: $100,000 Minimum fee: Minimum fee normally $250 per calendar quarter, may be changed or waived at discretion of ECM
Main office
Pittsurgh PA
Advisors at this office
1
Most active in
Pennsylvania
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”)