RIA Intel›Advisers›North Carolina›EMERALD HAVEN INVESTMENTS CORP

EMERALD HAVEN INVESTMENTS CORP

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$105K

across 10 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA, NC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

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ATARAXIS CAPITAL, LLC

$983K

LLEWELLYN FINANCIAL LLC

$940K

LEGS FINANCIAL LLC

$1M

KEYWELL FINANCIAL GROUP LLC

$857K

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