EMERALD ASSET MANAGEMENT, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $120.8M |
| Discretionary | $117.7M97% of AUM |
| Non-Discretionary | $3.0M |
| Client Accounts | 424 |
| Avg Account Size | $285K |
| Employees | 2 |
| Peak AUM | $120.8MMar 2026 |
| AUM CAGR | +8.0% /yrover 1 yrs · 4 filings |
AUM by Client Type
Total AUM
$121M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $121M | +9.4% | — | — | — |
| Discretionary AUM | $118M | +15.6% | |||
Key Metrics
| Total AUM | $120.8M |
| Discretionary | $117.7M |
| Employees | 2 |
| Client Accounts | 424 |
| Client Range | 1-10 |
Contact & Location
Address
2343 PROFESSIONAL DRIVE
ROCKY MOUNT NC 27804
Phone
252-443-7616
Filing History
4 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$118M
97.5% of AUM
Non-Discretionary
$3M
2.5% of AUM
Disc. mix ▲ 5.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported