# Emerald Blue Advisors

> Emerald Blue Advisors is a state-registered investment advisory firm in Laguna Hills, CA, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 166113
- Filed as: EMERALD BLUE ADVISORS
- Legal name: Emerald Blue Advisors Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Laguna Hills, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166113
- AdvisorCensus page: https://advisorcensus.com/firm/emerald-blue-advisors-laguna-hills-ca-166113

## Quick answers

**How is Emerald Blue Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Emerald Blue Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Emerald Blue Advisors located?**
Emerald Blue Advisors' principal office is in Laguna Hills, CA, according to its Form ADV.

**Is Emerald Blue Advisors registered with the SEC or a state?**
Emerald Blue Advisors is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166113.

**How much does Emerald Blue Advisors manage?**
Emerald Blue Advisors reports $89,360,330 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (99% discretionary).

**What types of clients does Emerald Blue Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (112); individuals (other than high net worth individuals) (76); charitable organizations (2).

**Does Emerald Blue Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166113

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $89,360,330
- Discretionary: $88,609,652
- Non-discretionary: $750,678

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $10,293,799 |
| High net worth individuals | 112 | $78,008,499 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $750,678 |
| Charitable organizations | 2 | $307,354 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (13 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coeusfinancial.com
- emeraldblueadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Emerald Blue Advisors (CRD 166113): Form ADV filing data as of October 2026.