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- Custodian
- Raymond James ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-27-2015
- Office Locations
- 1
Office Locations
About Emerald Asset Management, Inc.
Emerald Asset Management is a boutique fiduciary RIA in Rocky Mount, NC serving successful individuals, families, and institutions. An investment-first firm, it manages portfolios in-house with security selection, risk management, and tax efficiency across stocks, bonds, and alternatives (with meaningful ETF use). It also provides tax-aware financial planning and portfolio reviews focused on retirement and legacy goals. Founded and led by James Tharin, CFA (30+ years experience).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES BLAKE THARIN
Chief Compliance Officer, Chief Investment Officer, Owner, President
- CRD
- #2187988
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM TYLER GUPTON
--
- CRD
- #5812173
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,713,575 | $282,287 |
| Non-Discretionary | $3,047,651 | $435,379 |
| Total | $120,761,226 | $284,814 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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