EMA SMA LLC

EMA SMA LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 311671). Regulatory assets under management: $58.0M.

Registration

• CRD: 311671
• Type: Registered investment adviser
• Location: 4850 TAMIAMI TRAIL NORTH, NAPLES, FL, 34103-3034
• Phone: 617-259-0699
• Latest filing: 2026-04-30
• Regulatory AUM: $58.0M
• Discretionary AUM: $58.0M
• Clients: 2
• Accounts: 2

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311671 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search