Empiric Advisors, Inc.
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 108425
- Registered since
- December 10, 1987
- Website
- www.empiricfunds.com
- 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
FINTRXOverview
Empiric Advisors, Inc. is a small, SEC-registered corporation that has operated as an advisory firm since 1987. It is classified as a non-independent retail RIA that serves both individual/family and institutional clients and charges fees as a percentage of assets under management. The firm’s advisory scope, as reported, focuses on portfolio management for individuals and small businesses and management for investment companies. It is not identified as an active ESG investor, a pension consultant, or a multi-state adviser. Empiric Advisors maintains affiliations consistent with broker-dealer relationships and operates as an investment adviser. Ownership is listed as a mix of a domestic entity and an individual, and the business is not described as a capital allocator or a related adviser to other firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Other1%
Owners & executives
1 of 1
Mark Coffelt
Founder, CIO and Portfolio ManagerCRD 1876477
Contacts
1 of 1
Gabriel Rodriguez
Managing DirectorCRD 5165720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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