Empowered Funds is an investment advisor in Havertown with $1.22 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
464144661
SEC advisor number
801-79835
FINRA CRD number
171412
AUM ?
$1.22 bn
(as of 17 May 22)
Accounts
1
(as of 17 May 22)
Employees
9
(2 investment advisory or research)
Address
Empowered Funds
213 FOXCROFT ROAD
BROOMALL
PA 19008
213 FOXCROFT ROAD
BROOMALL
PA 19008
Office hours
Monday - Friday, 9 AM TO 5 PM
Phone
215.882.9983
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Alpha Architect | Owner (100%) | 01/2017 | > 75% |
Gray, Wesley, Robert | Chief Investment Officer | 11/2013 | < 5% |
Vogel, John, Robert | Chief Financial Officer | 11/2013 | < 5% |
Cleary, Patrick, Russell | Chief Executive Officer | 08/2015 | < 5% |
Empirical Finance, LLC | Owner (100%) | 04/2014 | > 75% |
Gray, Wesley, Robert | Executive Managing Member | 07/2010 | 50-75% |
Vogel, John, Robert | Managing Member | 03/2012 | |
Cleary, Patrick, Russell | Managing Member | 10/2014 | |
Babulak Family Trust | Managing Member | 01/2017 | |
Babulak, Lien | Trustee | 01/2017 | |
Babulak, David, Michael | Trustee | 01/2017 | |
Kirlin, Ryan | Managing Member | 01/2019 | |
Koepke, Brandon, Dale | Portfolio Manager | 06/2020 | < 5% |
Leighty, Jessica, Dawn | Chief Compliance Officer | 12/2021 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jul 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 May 24
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
21 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22