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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-07-2016
- Office Locations
- 9
Office Locations
About Empirikal Partners LLC
EmpiriKal Partners is a retail RIA providing personalized financial planning and portfolio management across career and life transitions (debt, college funding, retirement). The firm emphasizes behavioral-finance coaching and staying disciplined through market shifts, with an explicit client-first fiduciary mandate and a skeptical view of ESG-driven investing fads. Portfolios are implemented largely with ETFs and custodied with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
ERIC WAYNE HARDING
Chief Executive Officer, Director, Managing Member
- CRD
- #2207823
- Ownership
- 75% or more
WILLIAM JOHN KOSIC
Chief Compliance Officer, Principal Owner
- CRD
- #809668
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JENNA A BROWN
Investment Advisor
- CRD
- #5361782
Quincy DeEarl Caldwell
Investment Advisor
- CRD
- #5583424
Showing 2 of 10 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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