# Emerson Partners

> Emerson Partners is a state-registered investment advisory firm in Naples, FL, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 334672
- Filed as: EMERSON PARTNERS
- Legal name: Emerson Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334672
- AdvisorCensus page: https://advisorcensus.com/firm/emerson-partners-naples-fl-334672

## Quick answers

**How is Emerson Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Emerson Partners reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Emerson Partners located?**
Emerson Partners' principal office is in Naples, FL, according to its Form ADV.

**Is Emerson Partners registered with the SEC or a state?**
Emerson Partners is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334672.

**How much does Emerson Partners manage?**
Emerson Partners reports $60,805,875 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**What types of clients does Emerson Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (6).

**Does Emerson Partners 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/334672

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $60,805,875
- Discretionary: $60,805,875
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $5,279,669 |
| High net worth individuals | 10 | $55,526,206 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- emerson-partners.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Emerson Partners (CRD 334672): Form ADV filing data as of October 2026.