Empower Advisory Group, LLC
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 112058
- Registered since
- November 22, 2000
- Website
- www.empower.com
- Custodians
- EMPOWER, PERSHING LLC, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals65%
- HNWI19.82%
- State / Municipal Government13.08%
- Pension & Profit Sharing Plans2.02%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Empower Advisory Group, LLC operates as an SEC-registered investment adviser and capital allocator that serves both individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. Empower identifies as an active ESG investor and also engages as a sponsor/GP or managing member of pooled investment vehicles, indicating involvement beyond traditional advisory duties into product sponsorship and alternative-vehicle formation. Empower’s business relationships span broker-dealers, trust companies, insurance companies, and other investment-adviser and commodity-futures entities, reflecting a multi-faceted operating model that combines custody, sponsorship, and distribution channels. The firm’s designation as a capital allocator suggests it places client capital with third-party managers in addition to managing in-house strategies.
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
- Public Funds/Mutual Funds82%
- Exchange Traded Equities11%
- Private Funds4%
- Cash & Cash Equivalents3%
Owners & executives
3 of 6
Kyle Greer
CoordinatorCRD 7790506

Richard Linton
President and COOCRD 2107513
Kevin Tapia
CoordinatorCRD 7870655
Contacts
3 of 1888
Charles White
Retirement AdvisorCRD 6999614

Keith Dorney
Senior Financial AdvisorCRD 3150331
Robert Elmer
Registered RepresentativeCRD 5372040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 230Active vs passive
$27.6B in ETFs
97%
$26.9B
2%
$745M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $5.1B | 182,562,625 | 18.32% |
Location
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 8515 E Orchard Rd
- Time zone
- MT (UTC-7)
- Office locations
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