Emergent Financial Services, LLC
Emergent Financial Services, LLC is an SEC-registered mass-market adviser in Charlottesville, VA with $195.2M assets under management (AUM, regulatory AUM), +77% over one year. See who owns Emergent Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288434, SEC 801-114160, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $195.2M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Charlottesville, VA
- Employees
- 5
- Clients
- 246
- CRD
- 288434
- Ownership
- URPI, ALEXANDER, XAVIER; Urpi, Nickolas, Xavier; Urpi, Michael, Xavier; URPI, XAVIER, JOSE
How much AUM does Emergent Financial Services, LLC have?
Emergent Financial Services, LLC reported $195.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Emergent Financial Services, LLC?
Disclosed owners and executives of Emergent Financial Services, LLC include URPI, ALEXANDER, XAVIER, Urpi, Nickolas, Xavier, Urpi, Michael, Xavier, URPI, XAVIER, JOSE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.