EMERALD ASSET MANAGEMENT, INC.

CRD 174691File 801-132053

APPROVED

Retail clients

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$120.8M

Bottom 25% of cohort (national)

Discretionary AUM

$117.7M

Non-discretionary $3.0M

Clients

170

424 accounts

Employees

Bottom 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Feb 28, 2025
Principal office: 2343 PROFESSIONAL DRIVE, SUITE B, ROCKY MOUNT, NC, 27804
Phone: 252-443-7616
Website: HTTP://EMERALDAM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $120.8M
Discretionary AUM: $117.7M
Non-discretionary AUM: $3.0M
Discretionary accounts: 417
Non-discretionary accounts: 7
Total accounts: 424
AUM per client: $710K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$73K
Charitable organizations	Fewer than 5	$560K
High net worth individuals	77	$101.9M
Individuals (other than high net worth individuals)	90	$18.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
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

This firm answered no to every Item 11 disclosure question in this filing.

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.