Empowered Funds, LLC
Firm details
- Headquarters
- Newtown Square, Pennsylvania
- CRD number
- 171412
- Registered since
- June 6, 2014
- Website
- alphaarchitect.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies96.64%
- HNWI2.65%
- Corporations / Businesses0.49%
- Individuals0.21%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Empowered Funds, LLC is an SEC-registered limited liability company that began reporting in 2014. The firm serves both individual/family and institutional clients and operates under a mix of percentage-of-AUM and fixed fees. Its documented business activities include serving as a commodity pool operator/commodity trading adviser (CPO/CTA) and providing portfolio management for investment companies and for businesses or institutions. The firm is identified as a related adviser and is not designated as an active ESG investor or a pension consultant. It is not classified as a multi-state adviser in the snapshot data.
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
- Exchange Traded Equities89%
- Derivatives4%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
Owners & executives
3 of 5
Wesley Gray
CIO & CEOCRD 4233964
John Vogel
CFO & CIOCRD 5572973
Sean Hegarty
Chief Operating OfficerCRD 7720867
Contacts
3 of 3
Richard Shaner
Portfolio ManagerCRD 7339748
Michael Barolsky
CRD 8069317
William Russell
Senior Portfolio ManagerCRD 6573322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 246Active vs passive
$2.1B in ETFs
76%
$1.6B
21%
$497M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $135M | 1,899,607 | 6.59% |
Location
Newtown Square, PA
Delaware
Location
Newtown Square, PA
Headquartered in Newtown Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 3803 West Chester Pike
- Time zone
- ET (UTC-5)
- Office locations
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