Emergent Financial Services, LLC.
● SEC registered since 2018CRD 288434SEC# 801-114160Charlottesville, VA
Reg. AUM
$195.2M
Employees
5
Accounts
250
Location
Charlottesville, VA
Emergent Financial Services, LLC. assets under management
Emergent Financial Services, LLC. operates as an SEC-registered investment adviser based in Charlottesville, VA. The firm has been registered since 2018. It reports $195.2 million in regulatory assets under management and employs 5 people.
Emergent Financial Services, LLC. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Xavier Urpi Control | Ceo/Cco/Managing Partner | 10-25% | 2017 |
| Michael Xavier Urpi | Researcher/Nonmanaging Partner | 10-25% | 2017 |
| Nickolas Xavier Urpi | Researcher/Nonmanaging Partner | 10-25% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Emergent Financial Services, LLC. manage?
Emergent Financial Services, LLC. reports $195.2 million in regulatory assets under management on its Form ADV.
How many employees does Emergent Financial Services, LLC. have?
Emergent Financial Services, LLC. reports 5 employees.
Where is Emergent Financial Services, LLC. located?
Emergent Financial Services, LLC. is based in Charlottesville, VA and has been SEC-registered since 2018.
Does Emergent Financial Services, LLC. disclose fund performance?
Emergent Financial Services, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 310 Old Ivy Way Ste 302, Suite 302, Charlottesville, VA 22903 |
| Phone | 434-260-1690 |
| Fax | 434-529-6536 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$195.2M▲ 77%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$195.2Mregulatory AUM
Discretionary $95.2MNon-discretionary $100M