Empiric Institutional

RIASEC RegisteredEst. 2013

Total AUM

$9.9M

Discretionary

$9.9M

100% of AUM

Avg account

$826K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 164683
Registered since: April 26, 2013
Website: empiricinstitutional.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: State / Municipal Government58.22%
HNWI40.3%
Individuals1.47%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Empiric Institutional is an SEC-registered institutional registered investment adviser formed in 2013 and organized as an LLC. The firm serves individual and family clients with fee-based portfolio management, charging a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses as well as for businesses or institutions. Empiric Institutional is marked as a related adviser and reports affiliations that include a broker-dealer and another investment adviser. The firm does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not a pension consultant or capital allocator.