Empower Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 334722
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI51.47%
- Individuals48.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Empower Financial Advisors, LLC is a small, owner-operated wealth advisory firm that provides financial planning and discretionary portfolio management primarily for individuals and small businesses. The firm operates as a limited liability company and charges clients using a combination of percentage-of-assets and fixed fees. Investment activity centers on pooled public funds—mainly mutual funds—for core portfolio exposures, supplemented by targeted allocations to commodity and energy-related strategies. Empower does not position itself as an active ESG investor and is not structured as a multi-state advisor, suggesting a focused, local client footprint and conservative practice scope. The firm's investment preferences favor off-the-shelf public funds to build diversified equity and fixed income exposure rather than concentrated single-stock portfolios. Where the firm steps outside mutual funds, it directs capital to commodity and oil & gas strategies through third-party managers to provide sector or inflation-hedging exposure rather than pursuing direct holdings or complex private placements.
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 Funds89%
- Exchange Traded Equities10%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Brent Cox
CEO, Investment AdvisorCRD 8032681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Holland Strategic Wealth Advisors LLC
RIALa Jolla, CA
CJ Perry Financial
RIASG Financial Group, LLC
RIANamsoft Advisors, LLC
RIAMetcalf Investment Management, LLC
RIAAtlanta, GA