Empiric Institutional
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,914,996
Total clients
6
100% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
6
Average account size
$1,652,499
About
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).
Client services
Portfolio management
Expertise
Active portfolio management
Factor investing / smart beta
Passive / index investing
Fee options
$0 - $5 million: 0.90% $5 million - $50 million: 0.80% $50 million - $100 million: 0.75% $100 million - $250 million: 0.70% $250 million+: 0.65%
Account minimum: $2,000,000
Main office location
Empiric Institutional
500 N Capital Of Texas Hwy, Building 8, Suite 150
Austin TX 78746, United States
Number of offices
2
Most active in
Empiric Institutional has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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