E
$60.8M Total AUM
$60.8M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Matrix focus
- Established Date
- 03-06-2025
- Office Locations
- 1
Office Locations
-- Naples FL
About Emerson Partners
Emerson Partners is a Naples-based RIA. The firm has been operating for 1 years. Managing $60.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$60.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Timber focus Atlas
Custodian
Ember signal Atlas bridge
Investment Themes
Pioneer legacy Crest Element
Investment Vehicles
Beacon
Services
Foundation capital Legacy eagle Vital insight Matrix
Technology
Wave
Owner & Executives
DAVID GREGORY MARSHALL
Chief Compliance Officer, Managing Member
- CRD
- #1811026
- Ownership
- 75% or more
(785) 739-3653
pathway.element@fusioncapital.com
in linkedin.com/in/legacy-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,805,875 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,805,875 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,805,875
U.S. Government/Agency:
23.2% Public Funds:
13.3% Equity - Exchange:
22.7% Cash:
12.7% Other:
17.1% Corporate - Investment Grade:
11.0% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $898,024,513 | 23.2% |
| Public Funds | $514,815,777 | 13.3% |
| Equity - Exchange | $878,670,537 | 22.7% |
| Cash | $491,591,005 | 12.7% |
| Other | $661,905,999 | 17.1% |
| Corporate - Investment Grade | $425,787,485 | 11.0% |
| Total | $3,870,795,316 | 100.0% |