EMERGENT FINANCIAL SERVICES, LLC.

EMERGENT FINANCIAL SERVICES, LLC. of CHARLOTTESVILLE, VA is an SEC-registered investment adviser (CRD 288434). Regulatory assets under management: $195.2M.

Registration

• CRD: 288434
• SEC file number: 801-114160
• Type: Registered investment adviser
• Location: 310 OLD IVY WAY STE 302, SUITE 302, CHARLOTTESVILLE, VA, 22903
• Phone: 434-260-1690
• Latest filing: 2026-03-24
• Regulatory AUM: $195.2M
• Discretionary AUM: $95.2M
• Non-discretionary AUM: $100.0M
• Clients: 5
• Accounts: 250

Business model

Compensation: % of AUM, Fixed.

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

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288434 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search