Empirikal Partners LLC

RIAState Registered
Total AUM
$87.5M
Discretionary
$87.5M
100% of AUM
Avg account
$440K
Accounts
199
Employees
11
Advisory reps
10

Firm details

Headquarters
,
CRD number
282691
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

FINTRX

Overview

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

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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
  • Thomas Murphy

    Thomas Murphy

    Senior Investment AdvisorCRD 5654189

  • Jenna Brown

    Jenna Brown

    Investment AdvisorCRD 5361782

  • William Kosic

    William Kosic

    Senior Investment AdvisorCRD 809668

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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