Empower Advisory Group, LLC

RIASEC RegisteredEst. 2000
Total AUM
$195B
Discretionary
$164B
84% of AUM
Avg account
$658K
Accounts
297,074
Employees
8,051
Advisory reps
1,894

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
112058
Registered since
November 22, 2000
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

FINTRX

Overview

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

FINTRX

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: Public Funds/Mutual Funds 82%, Exchange Traded Equities 11%, Private Funds 4%, Cash & Cash Equivalents 3%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities11%
  • Private Funds4%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 6
  • Kyle Greer

    Kyle Greer

    CoordinatorCRD 7790506

  • Richard Linton

    Richard Linton

    President and COOCRD 2107513

  • Kevin Tapia

    CoordinatorCRD 7870655

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Contacts

3 of 1888
  • Charles White

    Charles White

    Retirement AdvisorCRD 6999614

  • Keith Dorney

    Keith Dorney

    Senior Financial AdvisorCRD 3150331

  • Robert Elmer

    Robert Elmer

    Registered RepresentativeCRD 5372040

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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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ETF holdings

1 of 230

Active vs passive

$27.6B in ETFs

Passive

97%

$26.9B

Active

2%

$745M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB INTERNATIONAL EQUITY ETF (SCHF)SchwabPassiveForeign Large Blend$5.1B182,562,62518.32%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth