Empiric Advisors, Inc.

RIASEC RegisteredEst. 1987
Total AUM
$64.7M
Discretionary
$64.1M
99% of AUM
Avg account
$1.5M
Accounts
42
Employees
3
Advisory reps
2

Firm details

Headquarters
Austin, Texas
CRD number
108425
Registered since
December 10, 1987
Custodians
CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI62.55%
  • Investment Companies37.11%
  • Individuals0.34%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Empiric Advisors, Inc. is a privately owned corporate registered investment adviser that has been SEC-registered since 1987. It operates as a non-independent retail RIA serving both individual and family clients as well as institutional mandates. The firm charges fees based on a percentage of assets under management and its advisory scope centers on portfolio management for individuals and small businesses and for investment companies. Empiric is not positioned as an ESG-focused manager, does not describe itself as a multi-state adviser, and does not act as a capital allocator. The firm maintains industry affiliations that include a broker‑dealer relationship and other investment adviser links.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 3%, US Government Bonds 1%, Other 1%87%
  • Exchange Traded Equities87%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%
  • Other1%

Owners & executives

1 of 1
  • Mark Coffelt

    Mark Coffelt

    Founder, CIO and Portfolio ManagerCRD 1876477

Contacts

1 of 1
  • Gabriel Rodriguez

    Gabriel Rodriguez

    Managing DirectorCRD 5165720

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
500 N Capital Of Texas Hwy
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth