Emerson Equity LLC
San Mateo, CA·SEC-registered · CRD #130032
Emerson Equity LLC is an SEC-registered investment advisory firm in San Mateo, CA managing $322M across 1.1k client accounts, with 84 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$322M
Client accounts
1.1k
Advisory staff
84
Fee model
Fee-based
How Emerson Equity LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Emerson Equity LLC
How much does Emerson Equity LLC manage?
Per its most recent SEC Form ADV filing (04/08/2026), Emerson Equity LLC reports $322M in regulatory assets under management across roughly 1.1k client accounts.
How does Emerson Equity LLC charge?
Emerson Equity LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Emerson Equity LLC a fiduciary?
Yes. Emerson Equity LLC is registered with the U.S. Securities and Exchange Commission (CRD #130032), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Emerson Equity LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Emerson Equity LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in San Mateo, CA
Profile compiled from Emerson Equity LLC's public SEC Form ADV filing (CRD #130032, filed 04/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Emerson Equity LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Emerson Equity LLC? Claim this profile.