This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

other adviserderivedprivate_client_share=0.05 fund_share=0.21 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$2.3BItem 5.F on the latest filing (2026-01-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$2.3B

Private client RAUM

$116MderivedItem 5.D individuals plus high net worth individuals

Private client share

5%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

12

Advisory employees

12

Offices

1Schedule D 1.F, beyond the principal office

Accounts

189

Individual clients

23

High net worth clients

69

SEC number

801-134558

CRD

338769

Filings on the tape

2

First filed

Sep 15, 2025

Latest filed

Jan 30, 2026

Organised

Limited Liability Company, PA

Website

teamemerald.com

• Occurred

  Sep 15, 2025
  Advisor owns new adviser

  Kenneth George Mertz, registered through Emerald Advisers, LLC (Lancaster, PA), is a direct owner of Emerald Investment Advisers, LLC, an adviser first registered 2025-09-15

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:064db303-c8af-4625-812f-d4b375633882

First observed

Sep 15, 2025

Last observed

Jan 30, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.