# EMERGENT FINANCIAL SERVICES, LLC.

EMERGENT FINANCIAL SERVICES, LLC. of CHARLOTTESVILLE, VA is an SEC-registered investment adviser.

## Registration

- CRD: 288434
- Type: SEC-registered investment adviser
- SEC file number: 801-114160
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Alexander Xavier Urpi | CEO/CCO/MANAGING PARTNER | — |
| Nickolas Xavier Urpi | RESEARCHER/NONMANAGING PARTNER | — |
| Michael Xavier Urpi | RESEARCHER/NONMANAGING PARTNER | — |
| Xavier Jose Urpi | CIO/MANAGING PARTNER | — |
| URPI XAVIER JOSE | CIO/MANAGING PARTNER | — |
| URPI ALEXANDER XAVIER | CEO/CCO/MANAGING PARTNER; RESEARCHER/NONMANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288434/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288434/similar
- Related entities: https://search.stillhousedata.com/firm/288434/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288434

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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.