EMERALD ASSET MANAGEMENT, INC.

EMERALD ASSET MANAGEMENT, INC. of ROCKY MOUNT, NC is an SEC-registered investment adviser (CRD 174691). Regulatory assets under management: $120.8M.

Registration

• CRD: 174691
• SEC file number: 801-132053
• Type: Registered investment adviser
• Location: 2343 PROFESSIONAL DRIVE, SUITE B, ROCKY MOUNT, NC, 27804
• Phone: 252-443-7616
• Latest filing: 2026-03-10
• Regulatory AUM: $120.8M
• Discretionary AUM: $117.7M
• Non-discretionary AUM: $3.0M
• Clients: 2
• Accounts: 424

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174691 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search