RIA Intel›Advisers›Ohio›EMMAUS INVESTOR SERVICES CORP.

EMMAUS INVESTOR SERVICES CORP.

Advisory

OH

Data as of Jan 6, 2026 · Source: SEC Form ADV

Average account

$266K

across 39 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$11K

Discretionary %99.9%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH

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

39 clients

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

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Advisers of similar size in OH

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

CONSERVATIVEMONEY LLC

$10M

MCGILL INVESTMENT ADVISORY, LLC

$10M

WALT ST INVESTMENT MANAGEMENT LTD

$10M

RIGHT INVESTMENT TEAM LLC

$10M

MARSH FINANCIAL GROUP, INC.

$10M

TAVCO FINANCIAL ADVISORY, INC

SPRINGFIELD, OH

$10M

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