Firm profile

EMPIRIC ADVISORS, INC.

AUSTIN, TXCRD 108425Latest ADV February 25, 2026

Empiric Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Austin, TX. Its latest Form ADV filing, dated February 25, 2026, reports $65M in regulatory assets under management, 3 employees, and 42 accounts.

Assets Under Management
$65M
Employees
3
Offices
--
Total Clients
16
Primary office
AUSTIN, TX
500 N CAPITAL OF TEXAS HWY, BUILDING 8, SUITE 150, AUSTIN, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOGabriel J. Rodriguez

Advisory services offered

2 types reported
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 93.8% of total clients.
Top client categories% of clientsClients
1
HNWI
93.8%
15
2
Investment Cos.
6.3%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$65Mas of February 25, 2026
Discretionary99.1%
$64M
99% of total RAUM99.1%
Non-discretionary0.9%
$578K
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$65M
Total Accounts42
10Y AUM Change+$24M (+60.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee5:1
10Y Employee Change-1 (-25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.