EMERGENT FINANCIAL SERVICES, LLC.

CRD 288434File 801-114160

APPROVED

Retail clients

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$195.2M

Below cohort median (national)

Discretionary AUM

$95.2M

Non-discretionary $100.0M

Clients

246

250 accounts

Employees

Bottom 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Oct 22, 2018
Principal office: 310 OLD IVY WAY STE 302, SUITE 302, CHARLOTTESVILLE, VA, 22903
Phone: 434-260-1690
Website: HTTP://WWW.EMERGENTFS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $195.2M
Discretionary AUM: $95.2M
Non-discretionary AUM: $100.0M
Discretionary accounts: 249
Non-discretionary accounts: 1
Total accounts: 250
AUM per client: $794K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1K
High net worth individuals	19	$32.5M
State or municipal government entities	Fewer than 5	$127.4M
Individuals (other than high net worth individuals)	227	$35.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
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.