Empirikal Partners LLC

RIASEC Registered
Total AUM
$87M
Discretionary
$87M
100% of AUM
Avg account
$497K
Accounts
175
Employees
11
Advisory reps
10

Firm details

Headquarters
,
CRD number
282691
Custodians
AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI58.62%
  • Individuals41.38%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Empirikal Partners LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Empirikal also operates as an insurance broker and bills clients primarily as a percentage of assets under management, while retaining the ability to charge hourly fees. The firm is not positioned as a capital allocator or multi-state adviser in its snapshot, and it does not identify as an active ESG investor. Its service mix and fee structure indicate a traditional wealth-management orientation aimed at privately held households rather than institutional capital.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, US Government Bonds 7%, Public Funds/Mutual Funds 7%, State & Local Bonds 4%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%77%
  • Exchange Traded Equities77%
  • US Government Bonds7%
  • Public Funds/Mutual Funds7%
  • State & Local Bonds4%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Eric Harding

    Eric Harding

    Founder & CEOCRD 2207823

Contacts

3 of 9
  • Joseph Gormley

    Joseph Gormley

    Investment AdvisorCRD 1992842

  • Edgar Ochoa Benitez

    Investment Advisor RepresentativeCRD 7934299

  • Alexander Corriere

    Alexander Corriere

    Senior Investment AdvisorCRD 3133873

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth