EMPIRIC ADVISORS, INC.
Latest filing: Mar 05, 2025 (133 days ago)
AUM
$63,616,672
4% change vs. 1 year ago
-15% change vs. 3 years ago
6% change vs. 5 years ago
-8% change vs. 10 years ago
Employee Count
3
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
-25% change vs. 10 years ago
Main Office
AUSTIN, TX
500 N CAPITAL OF TEXAS HWY, AUSTIN, TX, UNITED STATES, 78746
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 15 | $0.0 |
| Average HNW AUM | $2,563,715 | |
| Retail Total | 15 | $0.0 |
| Average Retail AUM | $2,578,895 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.0 |
| U.S. BANCORP INVESTMENTS, INC. | MILWAUKEE-WI-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 86% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 12% | $0.0 |
| Other Pools | 1% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 101% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| EMPIRIC INSTITUTIONAL, LLC | $0.0 | 164683 | |
| EMPIRIC DISTRIBUTORS, INC. | $0.0 | broker-dealer | 119143 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LOREN COFFELT | AUSTIN | TX | S63|2011-12-16|S65|2009-03-05 | ||||||
| MARK COFFELT | AUSTIN | TX | S63|1988-08-26|S65|1994-08-12 | ||||||
| GABRIEL RODRIGUEZ | AUSTIN | TX | S63|2008-06-14|S65|2008-06-02 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.1 | $0.0 | 0% | 3 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 4% | 3 | 0 | 0% |
| 2023-04-04 | $0.1 | $0.0 | 5% | 3 | 0 | 0% |
| 2022-04-01 | $0.1 | $0.0 | -15% | 3 | 0 | 0% |
| 2021-04-05 | $0.1 | $0.0 | -7% | 3 | 0 | 0% |
| 2020-04-01 | $0.1 | $0.0 | 6% | 3 | 0 | 0% |
| 2019-04-01 | $0.0 | $0.0 | 37% | 3 | 0 | 0% |
| 2018-04-02 | $0.1 | $0.0 | 24% | 3 | 0 | 0% |
| 2017-04-01 | $0.0 | $0.0 | 58% | 4 | -1 | -25% |
| 2016-04-01 | $0.0 | $0.0 | 218% | 4 | -1 | -25% |
| 2015-04-01 | $0.1 | $0.0 | -8% | 4 | -1 | -25% |
| 2014-04-01 | $0.0 | $0.0 | 29% | 4 | -1 | -25% |
| 2013-04-01 | $0.1 | $0.0 | 22% | 4 | -1 | -25% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, TX-05/19/2003 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV