Empiric Advisors, Inc.
- Regulatory AUM
- $64.7M
- Discretionary
- $64.1M
- Clients
- 16
- Avg AUM / client
- $4.0M
- Accounts
- 42
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $221K | 0.34% |
| High net worth individuals | 15 | $40.4M | 62.5% |
| Investment companies | 1 | $24.0M | 37.1% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Allen Coffelt | President | Oct 1987 (39y) | Less than 5% | |
| Coffelt, Loren, Mark | Partner | Sep 1997 (29y) | 25% – 50% of Long Champ Limited Partners (indirect) | |
| Coffelt, Nicholas, James | Partner | Sep 1997 (29y) | 25% – 50% of Long Champ Limited Partners (indirect) | |
| Gabriel Jason Rodriguez | Chief Compliance Officer | Jun 2008 (18y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Long Champ Limited Partnership | Shareholder | Sep 1997 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
Custody
Reported custodians
- Charles Schwab & Co. $27.8M (43% of AUM) Feb 2026
- U.S. Bancorp Investments, Inc. $11.6M (18% of AUM) Feb 2026
- Interactive Brokers $92.7K (0% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗