$64.7M Total AUM
$64.1M Disc. AUM
2.2% 3Y CAGR
3 Employees
16 ADV. Clients
38 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · US Bank
- Clients
- Retail and Institutional
- Platforms
- Momentum capital
- Established Date
- 12-10-1987
- Office Locations
- 1
Office Locations
500 N Capital OF TX HWY BLD 8 STE 150 Austin TX
About Empiric Advisors, Inc.
Empiric Advisors, Inc. is an Austin, TX-based advisory firm serving retail and institutional clients, with a focus on portfolio construction for entrepreneurs. Portfolios emphasize ETFs and mutual funds. The Empiric Funds are distributed by Northern Lights Distributors, LLC (member FINRA), supporting third-party distribution access.
Team overview
54 AVG AGE
$32.3M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
20.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
38yrs Firm Age
Insights
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Client Personas
Momentum
Investment Vehicles
Radial value
Services
Optima vertex
Technology
Pioneer
Owner & Executives
M
MARK ALLEN COFFELT
President
- CRD
- #1876477
- Ownership
- Less than 5%
(830) 510-6957
legacy.optima@elementcapital.com
in linkedin.com/in/insight-matrix
GABRIEL JASON RODRIGUEZ
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #5165720
- Ownership
- Less than 5%
(789) 619-4514
foundation.pathway@valuecapital.com
in linkedin.com/in/peak-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,084,713 | $1,643,198 |
| Non-Discretionary | $577,812 | $192,604 |
| Total | $64,662,525 | $1,539,584 |
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Separately Managed Accounts
Total SMA Asset: $40,666,754
Equity - Exchange:
7.5% Public Funds:
21.6% Cash:
24.9% Other:
24.0% U.S. Government/Agency:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $84,161,701 | 7.5% |
| Public Funds | $242,385,698 | 21.6% |
| Cash | $279,416,846 | 24.9% |
| Other | $269,317,442 | 24.0% |
| U.S. Government/Agency | $246,874,322 | 22.0% |
| Total | $1,122,156,009 | 100.0% |