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 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

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