E
$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-04-2025
- Office Locations
- 1
Office Locations
-- Tulsa OK
About Empower Financial Advisors, LLC
Empower Financial Advisors, LLC is a Tulsa-based RIA. The firm has been operating for 1 years. Managing $2.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Empower. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$2.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Premium access reveals conviction themes in capital alpha.
See the complete signal summary connected to atlas.
See the complete signal summary connected to matrix focus.
Full visibility includes strategy notes for vertex crest peak.
See the complete signal summary connected to oak harbor.
Unlock to see real insight on unison capital.
Open the full profile to inspect shifts in prime momentum.
Premium access reveals conviction themes in ember crest.
Asset Classes
Momentum vertex Legacy ridge
Investment Themes
Vector zenith Ember value
Investment Vehicles
Vector
Services
Capital zenith Ember Eagle atlas Ridge Oak Fusion matrix
Owner & Executives
B
BRENT COX
Chief Compliance Officer, Chief Executive Officer
- CRD
- #8032681
- Ownership
- 75% or more
(657) 278-3919
horizon.horizon@embercapital.com
in linkedin.com/in/beacon-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,582,890 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,582,890 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,582,890
Public Funds:
33.2% Equity - Exchange:
31.6% Cash:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $941,338,204 | 33.2% |
| Equity - Exchange | $895,972,508 | 31.6% |
| Cash | $998,045,325 | 35.2% |
| Total | $2,835,356,037 | 100.0% |