Empiric Advisors, Inc.
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 108425
- Registered since
- December 10, 1987
- Website
- www.empiricfunds.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.55%
- Investment Companies37.11%
- Individuals0.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Empiric Advisors, Inc. is a privately owned corporate registered investment adviser that has been SEC-registered since 1987. It operates as a non-independent retail RIA serving both individual and family clients as well as institutional mandates. The firm charges fees based on a percentage of assets under management and its advisory scope centers on portfolio management for individuals and small businesses and for investment companies. Empiric is not positioned as an ESG-focused manager, does not describe itself as a multi-state adviser, and does not act as a capital allocator. The firm maintains industry affiliations that include a broker‑dealer relationship and other investment adviser links.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities87%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Other1%
Owners & executives
1 of 1
Mark Coffelt
Founder, CIO and Portfolio ManagerCRD 1876477
Contacts
1 of 1
Gabriel Rodriguez
Managing DirectorCRD 5165720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 500 N Capital Of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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