# EMERITUS INVESTMENT MANAGEMENT, INC.

EMERITUS INVESTMENT MANAGEMENT, INC. of MILL VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108328
- Type: SEC-registered investment adviser
- SEC file number: 801-56671
- Location: 254 MILLER AVENUE, MILL VALLEY, CA, 94941
- Phone: 415-388-3830
- Latest filing: 2025-03-28
- Regulatory AUM: $60.8M
- Discretionary AUM: $60.8M
- Clients: 2
- Accounts: 68

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| EHMANN DAWN GILLIARD | VICE PRESIDENT; VICE PRESIDENT OF OPERATIONS | — |
| GILLIARD DIRK GAVIN | VICE PRESIDENT | — |
| GILLIARD BARBARA SMITH | PRESIDENT AND CEO; PRESIDENT, CEO & CCO; PRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| GILLIARD DAWN JANINE | VICE PRESIDENT OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108328/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108328/similar
- Related entities: https://search.stillhousedata.com/firm/108328/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108328

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.