A complete list of active advisors currently associated with Empiric Institutional

Warmer can help you find a great advisor at Empiric Institutional or one who fits your needs even better.

Empiric Institutional provides discretionary portfolio management through separately managed accounts to individuals, high‑net‑worth clients, and institutional accounts. As of December 31, 2025 the firm reported approximately $9.9 million in discretionary assets, a single primary advisor, six client accounts, and an initial strategy minimum of $2,000,000. The firm’s investment process combines a proprietary, quantitatively driven screening system with comprehensive fundamental analysis, emphasizing Quality, Efficiency and Valuation (QEV) scores, reverse discounted cash‑flow checks, and concentrated portfolios with expected holding periods of roughly 7–10 years. Empiric offers a suite of equity and balanced strategies (including U.S. small cap, EAFE small cap, emerging markets, global equity, and a balanced equity/fixed‑income option) designed to seek outperformance of respective indices. Distinctive disclosures in the brochure note that several strategies were integrated from a predecessor manager and continue to be managed by the same portfolio team, reflecting an uncommon level of predecessor‑strategy disclosure among peers. The firm also documents affiliations with an affiliated investment adviser and with an affiliated broker‑dealer, discloses potential conflicts such as recommendations of an affiliated mutual fund, and describes mitigation steps (for example, not executing or custodying client assets through the affiliated broker‑dealer).

To learn more about the advisors currently working at Empiric Institutional, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.