Partner · Empiric Advisors, Inc.
Loren M. Coffelt
CRD 4506345 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Empiric Advisors, Inc., an SEC-registered wealth manager based in Austin, TX with $65 million in regulatory assets, lists Loren M. Coffelt on its Form ADV as Partner, a control person. The SEC filings also name Loren at 1 other registered adviser.
Firms and roles
- Empiric Advisors, Inc.PartnerWealth manager · Austin, TX · $65M in regulatory assets
- Empiric InstitutionalPartnerAsset manager · Austin, TX · $10M in regulatory assets
AtlasMembers
Loren’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark A. CoffeltPresident, Empiric Advisors, Inc.
- Gabriel J. RodriguezChief Compliance Officer, Empiric Advisors, Inc.
- Eswar C MenonPartner, CIO Fundamentals, Empiric Institutional
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Loren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.