Leon Shirman
Emerald Hills Capital · Redwood City, California
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.
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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 | $17.1M across 3 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5989421 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.emeraldhillscapital.com |
How Leon's firm compares
- Emerald Hills Capital's average account is about $5.7 million, from its Form ADV (assets managed divided by 3 accounts).
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Questions about Leon
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.
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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