Bruce Matlock
Emerald Investments · Arlington, Virginia
Bruce Matlock is a fee-only financial advisor at Emerald Investments in Arlington, Virginia, who holds the CFP credential. Emerald Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Emerald Investments |
|---|---|
| Based in | Arlington, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.3M across 17 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 1225186 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Bruce's firm compares
- Emerald Investments's average account is about $312,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Bruce
Is Bruce Matlock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Emerald Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Emerald Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bruce Matlock based?
Bruce Matlock is based in Arlington, Virginia.
What credentials does Bruce Matlock hold?
Bruce Matlock holds the CFP credential.
Is Bruce Matlock registered with the SEC?
Yes. Bruce Matlock is registered as an investment adviser representative in OH (CRD 1225186), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Emerald Investments manage?
Emerald Investments reports $5.3M across 17 accounts in assets under management.
How do I contact Bruce Matlock?
Contact details aren't on file yet. Search for Emerald Investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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