EMERGENT FINANCIAL GROUP, LLC

Overview

Emergent Financial Group, LLC is structured as a limited liability company that combines insurance brokerage with advisory services. The firm lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory activities. Its fee model includes both percentage-of-AUM and fixed-fee arrangements, though its business mix appears to tilt toward insurance brokerage and fee-for-service planning rather than being a traditional, asset-heavy registered investment manager. Emergent Financial Group identifies as an owner-operated, individual-owned firm and does not present itself as an active ESG investor. It is not designated as a multi-state adviser and is not described as a capital allocator or related adviser. Investment activity emphasizes third-party manager access rather than internally managed funds, with the firm using external specialist managers for alternative strategies and employing common pooled products for core exposure.

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Location & Offices