# EMERALD INVESTMENT ADVISERS, LLC

EMERALD INVESTMENT ADVISERS, LLC of LEOLA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 338769
- Type: SEC-registered investment adviser
- SEC file number: 801-134558
- Location: 3175 OREGON PIKE, LEOLA, PA, 17540
- Phone: 717-556-8900
- Latest filing: 2026-01-30
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.3B
- Clients: 12
- Accounts: 189

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| JOHN THOMAS HAILER | MEMBER/MANAGER | Boston, MA |
| Kenneth George Mertz | PRESIDENT, CHIEF INVESTMENT OFFICER | — |
| David Alan Volpe | MANAGING DIRECTOR | — |
| Scott Lambert Rehr | TRUSTEE | — |
| Daniel Webster Moyer | TRUSTEE | — |
| Paul Willard Ware | TRUSTEE | — |
| Charles Albert Brizius | MEMBER/MANAGER | — |
| Christopher James Maguire | MEMBER | — |
| Michael Arthur Ross Wilson | MEMBER | — |
| James Andrew Meehan | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338769/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338769/similar
- Related entities: https://search.stillhousedata.com/firm/338769/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338769

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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.