Emerald Asset Management, Inc. Employee Directory
Investment ManagementNorth Carolina, United States2-10 Employees
Emerald Asset Management, Inc. operates as an autonomous registered investment advisory firm headquartered in Rocky Mount, North Carolina. It serves clients across the region from the Triangle to the coast, offering tailored asset management and financial planning for high-net-worth individuals, families, and businesses. The firm emphasizes relationship-building and delivers customized strategies that integrate estate planning, tax efficiency, risk management, and legacy planning. The name reflects North Carolina heritage—the emerald is the state gem—and signifies the clarity and long-term value the firm aims to provide. The organization employs a small team of 2–10 professionals and reports annual revenue in the $10–$25 million range; more information is available at https://emeraldam.com.