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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-23-2020
- Office Locations
- 1
Office Locations
About Emerson James Advisors LLC
Emerson James Advisors is a Maryland-based RIA serving retail clients with goal-based financial planning and investment management to help families build a secure future. The firm creates prioritized plans, manages expectations, and is explicit about pricing and timelines. Portfolios are primarily ETF-based, with planning support across retirement, tax, estate, and insurance needs, and custody options including Charles Schwab.
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Investment Themes
Investment Vehicles
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Owner & Executives
DANIEL EMERSON JOHNSON
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #5297027
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,113,220 | -- |
| Total | $10,113,220 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,113,220
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $846,456,708 | 20.9% |
| Cash | $3,203,575,390 | 79.1% |
| Total | $4,050,032,098 | 100.0% |