Empiric Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$40,666,754
Clients
15
Advisors
2
of 3 employees
About
Empiric Advisors provides discretionary portfolio management to individual and high‑net‑worth clients and serves as the investment manager to the Empiric Mutual Fund (Class A: EMCAX; Class C: EMCCX). Services are delivered primarily through separately managed accounts with the firm offering long‑only equity strategies and permitting clients to impose investment restrictions.
The firm’s investment process is proprietary and quantitatively driven, using a rule‑based approach that emphasizes Earnings Quality, Capital Efficiency and Valuation (QEV) metrics, with a qualitative overlay applied before trades. Strategies invest mainly in U.S. equities across small‑to‑mid and large‑cap sleeves, and the firm discloses strategy minimums (for example, $2 million for its Small‑to‑Mid and Large Cap strategies).
Empiric Advisors is notable for its industry affiliations and operational structure: it is the manager of a mutual fund, owns a related broker‑dealer (Empiric Distributors, Inc.) through which mutual fund transactions are executed, and has a related adviser (Empiric Institutional, LLC) with which it shares space and personnel and to which clients may be referred. The brochure also discloses practices that can affect execution and costs—use of soft dollars, ECNs/dark pools and prime broker arrangements—and that no management fee is charged on SMA assets invested in the firm’s mutual fund.
Client services
Expertise
Fee options
1% of assets under management
Account minimum: $2 million
Main office
500 N Capital of Texas Hwy, Building 8, Suite 150
Austin TX 78746
Advisors at this office
2
Most active in
Texas
Also doing business as
Empiric Advisors, Inc. · First Austin Capital Management Inc · First Austin Capital Manamgement Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark C
Series 63, Series 65
Austin, TX
Empiric Advisors, Inc.
Mark Coffelt is an advisor at Empiric Advisors, Inc. in Austin, TX, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Texas Capital, Inc. since 2001 and First Austin Capital Management, Inc. since 1987. He is also president of Empiric Advisors, Inc., which manages the Empiric Core Equity Funds. Empiric Advisors provides discretionary portfolio management primarily through separately managed accounts, serving individual and high-net-worth clients with long-only equity strategies. The firm employs a proprietary, quantitatively driven investment process focused on Earnings Quality, Capital Efficiency, and Valuation metrics, investing mainly in U.S. equities across small-to-mid and large-cap segments.
Gabriel R
Series 63, Series 65
Austin, TX
Empiric Advisors, Inc.
Gabriel Rodriguez is a financial advisor at Empiric Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Empiric Advisors since 2007. Rodriguez serves on the Investment Committee of Parkland Hospital System in Dallas, Texas. Empiric Advisors provides discretionary portfolio management primarily through separately managed accounts for individual and high-net-worth clients. The firm employs a proprietary, quantitatively driven investment process focused on Earnings Quality, Capital Efficiency, and Valuation metrics, investing mainly in U.S. equities across small-to-mid and large-cap segments.
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