EMERSON JAMES ADVISORS LLC

EMERSON JAMES ADVISORS LLC is an SEC-registered investment adviser (CRD 307226). Regulatory assets under management: $10.1M.

Registration

• CRD: 307226
• Type: Registered investment adviser
• Phone: 410-656-1328
• Latest filing: 2026-03-31
• Regulatory AUM: $10.1M
• Non-discretionary AUM: $10.1M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307226 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search