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Empower Advisory Group, LLC

Empower Advisory Group, LLC. CRD 112058

Empower Advisory Group, LLC logo

CRD: 112058

Empower Advisory Group, LLC

Greenwood Village, CO, 80111
866-575-4977
www.empower.com/eag
$159.1B Total AUM
$136.4B Disc. AUM
24.2% 3Y CAGR
822 Employees
250,726 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Empower · Fidelity/NFS · Pershing · State Street
Clients
Retail and Institutional
Platforms
TimberNorth timber +more
Established Date
11-22-2000
Office Locations
878

Office Locations

100 Federal Street Boston MA
10005 KAY Ridge Yukon OK
10214 E. Windemere Street Wichita KS

About Empower Advisory Group, LLC

Empower Advisory Group, LLC is a registered investment adviser aligned with Empower to develop, enhance, and oversee advice solutions for Empower clients. It delivers online investment advice and discretionary/non-discretionary managed account programs for participants in select Empower recordkept retirement plans, plus advice for Empower Premier IRA and taxable brokerage accounts. Offerings include globally diversified portfolios using individual stocks and ETFs, model-based managed portfolios largely using Empower Funds, and comprehensive financial planning. A subsidiary of Empower Annuity Insurance Company of America.

Team overview

39 AVG AGE
$198.4M AVG AUM / ADVISOR
$634.6K AVG AUM / CLIENT
2.7 yrs AVG TENURE
822 Employees
802 Advisory Reps
814 RIA Reps
25yrs Firm Age

Insights

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Accredited Investors

Zenith north

Asset Classes

Glacier Value Harbor oak Oak Bridge timber Horizon radial

Client Personas

Value unison Timber Fusion pathway

Custodian

Peak Vital delta Vital Eagle Vital horizon Timber focus Glacier Bridge prime Pathway pathway Peak Prime Prime Beacon meridian Frontier Delta focus Horizon Crest ember Pioneer pathway North Glacier wave Foundation

Fund Managers

Crest ridge Focus

Investment Themes

Focus Focus Ridge peak Element Value value

Investment Vehicles

Matrix capital Timber vector Oak alpha

Platform

Summit unison

Services

Catalyst alpha Peak Optima signal Atlas crest Beacon signal Crest quantum Fusion Zenith Ember Vector Focus summit Glacier prime

Technology

Meridian glacier Meridian optima Momentum element Glacier Optima Harbor Matrix

Owner & Executives

C

CRAIG ALAN BIRK

Certified Financial Planner, Manager

CRD
#5838518
Ownership
Less than 5%
(651) 432-6145
harbor.matrix@frontiercapital.com
in linkedin.com/in/peak-ridge
A

ALYSSA TAYLOR GALBAUGH

--

CRD
--
Ownership
Less than 5%
(650) 956-3009
meridian.glacier@optimacapital.com
in linkedin.com/in/vector-fusion
P

Prime vital

Capital wave catalyst

CRD
#13483
Ownership
46.1%
(609) 716-9354
matrix.value@quantumcapital.com
in linkedin.com/in/ridge-pioneer

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Contacts

V

Victor Sal Acca

--

CRD
#2475505
(907) 626-6400
summit.capital@focuscapital.com
in linkedin.com/in/horizon-ridge
L

LEILANY ACOSTA

--

CRD
#6645105
(421) 708-8167
wave.timber@elementcapital.com
in linkedin.com/in/catalyst-radial
C

Catalyst alpha

Signal capital

CRD
#67704
(947) 220-1145
matrix.signal@zenithcapital.com
in linkedin.com/in/prime-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-08-2021
11-18-2022
10-31-2023
10-30-2024
11-25-2025
Category Assets AVG. Account size
Discretionary $136,437,797,647 $738,707
Non-Discretionary $22,682,532,844 $343,628
Total $159,120,330,491 $634,686

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Separately Managed Accounts

Total SMA Asset: $159,120,330,491

$159.1B Total SMA
Public Funds:
24.0%
Equity - Exchange:
38.9%
Cash:
37.1%
Asset class Assets Assets %
Public Funds $530,064,741 24.0%
Equity - Exchange $859,146,600 38.9%
Cash $819,391,745 37.1%
Total $2,208,603,086 100.0%

13F Holdings | Q4 2025

Issuer Class Cusip Ticker % Value
MERIDIAN FRONTIER FUSION ATLAS EP8OL9VUV NXE 2.64% $69,999,677
TIMBER PATHWAY VALUE OAK RADIAL BTXN5P7R6 OSZ 2.89% $15,899,917
MOMENTUM EMBER BRIDGE MERIDIAN GLACIER VGTH47NTE LLOQ 8.33% $103,046,297
QUANTUM FOCUS CREST MATRIX V5ER9XIGJ STKL 9.16% $39,807,646
PIONEER OPTIMA ALPHA INSIGHT BEACON BWVM3EA84 RKYR 6.29% $67,403,869
ELEMENT VITAL RADIAL RADIAL VI0FKBAF3 XLNJZ 0.90% $55,280,514
HORIZON SIGNAL HARBOR QUANTUM MATRIX JLCH65ZD2 CMAJF 6.34% $107,810,904
RIDGE INSIGHT SIGNAL DELTA CREST 5L319WJA9 ZILUD 7.86% $80,033,880

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