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They include 69 high-net-worth individuals, 32 charitable organizations, and 25 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Emerald Investment Advisers offer?","answer":"Emerald Investment Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Emerald Investment Advisers use?","answer":"Emerald Investment Advisers’ separately managed account assets are held at Fidelity Brokerage Services LLC (Saint Paul, MN), with $217M and Fis Brokerage & Securities Services LLC (Jacksonville, FL), with $99.1M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Emerald Investment Advisers have?","answer":"Emerald Investment Advisers has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Emerald Investment Advisers invest in?","answer":"At the end of its last fiscal year, Emerald Investment Advisers’ separately managed accounts held 97% exchange-traded equities and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Emerald Investment Advisers?","answer":"Emerald Investment Advisers is owned through a chain of holding companies by John Hailer. Its direct owner is Emerald Advisers, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Emerald Investment Advisers get paid?","answer":"Emerald Investment Advisers is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Emerald Investment Advisers?","answer":"Emerald Investment Advisers’ main office is at 3175 Oregon Pike, Leola, PA 17540. Its phone number is 717-556-8900. 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