CHARLOTTESVILLE, VACRD 288434Latest ADV March 24, 2026
Emergent Financial Services, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlottesville, VA. Its latest Form ADV filing, dated March 24, 2026, reports $195M in regulatory assets under management, 5 employees, and 250 accounts.
Assets Under Management
$195M
Employees
5
Offices
--
Total Clients
246
Primary office
CHARLOTTESVILLE, VA
310 OLD IVY WAY STE 302, SUITE 302, CHARLOTTESVILLE, VA, United States
Top client segmentIndividuals represent 92.3% of total clients.
Top client categories% of clientsClients
1
Individuals
92.3%
227
2
HNWI
7.7%
19
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$195Mas of March 24, 2026
Discretionary48.8%
$95M
49% of total RAUM48.8%
Non-discretionary51.2%
$100M
51% of total RAUM51.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$195M
Total Accounts250
10Y AUM Change+$46M (+30.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee49:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.