# Leon Shirman

> Leon Shirman is a fee-only financial advisor at Emerald Hills Capital in Redwood City, California, who holds the CFA credential. Emerald Hills Capital reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/leon-shirman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Emerald Hills Capital
- **Based in:** Redwood City, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $17.1M across 3 accounts
- **Credentials:** CFA
- **CRD:** 5989421 (https://adviserinfo.sec.gov/individual/summary/5989421)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.emeraldhillscapital.com

## Frequently asked questions

### Is Leon Shirman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Leon holds no broker registration, and Emerald Hills Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Leon charge for financial advice?

Leon's firm, Emerald Hills Capital, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Leon Shirman based?

Leon Shirman is based in Redwood City, California.

### What credentials does Leon Shirman hold?

Leon Shirman holds the CFA credential.

### Is Leon Shirman registered with the SEC?

Yes. Leon Shirman is registered as an investment adviser representative in CA (CRD 5989421), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Emerald Hills Capital manage?

Emerald Hills Capital reports $17.1M across 3 accounts in assets under management.

### How do I contact Leon Shirman?

Through Leon's website, www.emeraldhillscapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5989421): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.