EMERSON EQUITY LLC

CRD 130032File 801-120835

APPROVED

Retail clients

Disclosure events

Filing as of Apr 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$321.7M

Below cohort median (national)

Discretionary AUM

$214.6M

Non-discretionary $107.1M

Clients

620

682 accounts

Employees

343

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 16, 2021
Principal office: 155 BOVET ROAD, SUITE 725, SAN MATEO, CA, 94402
Phone: 650-312-0200
Website: HTTP://WWW.EMERSONEQUITY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $321.7M
Discretionary AUM: $214.6M
Non-discretionary AUM: $107.1M
Discretionary accounts: 308
Non-discretionary accounts: 374
Total accounts: 682
AUM per client: $519K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4.1M
High net worth individuals	102	$129.4M
Pension and profit sharing plans	Fewer than 5	$3.1M
Individuals (other than high net worth individuals)	518	$185.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11E2
Q11E4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.