Empirikal Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 282691
- Website
- www.empirikalpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI55.43%
- Individuals44.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Empirikal Partners LLC is an independent, privately held advisory firm organized as an LLC and owned by an individual principal. The firm serves individual and family clients and charges both a percentage of assets under management and hourly fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Empirikal is state-registered across multiple jurisdictions (AZ, CA, FL, GA, MD, NJ, NY, TX, WY) rather than operating as part of a wirehouse or broker-dealer network. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities77%
- US Government Bonds7%
- Public Funds/Mutual Funds7%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Eric Harding
Founder & CEOCRD 2207823
Contacts
3 of 9
Thomas Murphy
Senior Investment AdvisorCRD 5654189

Jenna Brown
Investment AdvisorCRD 5361782
William Kosic
Senior Investment AdvisorCRD 809668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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