# Emerald Investments, Inc.

> Emerald Investments, Inc. is a state-registered investment advisory firm in Arlington, VA, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 120750
- Filed as: EMERALD INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arlington, VA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120750
- AdvisorCensus page: https://advisorcensus.com/firm/emerald-investments-inc-arlington-va-120750

## Quick answers

**How is Emerald Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Emerald Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Emerald Investments, Inc. located?**
Emerald Investments, Inc.'s principal office is in Arlington, VA, according to its Form ADV.

**Is Emerald Investments, Inc. registered with the SEC or a state?**
Emerald Investments, Inc. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 120750.

**How much does Emerald Investments, Inc. manage?**
Emerald Investments, Inc. reports $5,295,972 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (95% discretionary).

**What types of clients does Emerald Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (7).

**Does Emerald Investments, Inc. 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/120750

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,295,972
- Discretionary: $5,049,254
- Non-discretionary: $246,718

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,152,111 |
| High net worth individuals | 7 | $3,143,861 |

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

### Firm details
- Registered since: 1999 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Emerald Investments, Inc. (CRD 120750): Form ADV filing data as of October 2026.