← Directory
EMPOWER CAPITAL MANAGEMENT, LLC
CRD 107272File 801-52309
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$77.96B
Top 10% of cohort (national)
Discretionary AUM
$72.98B
Non-discretionary $4.98B
Clients
162
165 accounts
Employees
319
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 28, 1996
- Principal office
- 8515 EAST ORCHARD ROAD, 2T3, GREENWOOD VILLAGE, CO, 80111
- Phone
- 303-737-1646
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $77.96B
- Discretionary AUM
- $72.98B
- Non-discretionary AUM
- $4.98B
- Discretionary accounts
- 96
- Non-discretionary accounts
- 69
- Total accounts
- 165
- AUM per client
- $481.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 47 | $1.35B |
| Insurance companies | 26 | $17.30B |
| Investment companies | 1 | $44.53B |
| Pooled investment vehicles | 8 | $5.51B |
| Banking or thrift institutions | Fewer than 5 | $58.2M |
| Pension and profit sharing plans | 65 | $5.56B |
| State or municipal government entities | 15 | $3.65B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 321 | 319 | decreased by2 |
| Apr 1, 2026 | Clients | 152 | 162 | increased by10 |
| Apr 1, 2026 | AUM | $68,344,867,702 | $77,957,342,110 | increased by$9,612,474,408 |
| Apr 1, 2026 | Accounts | 155 | 165 | increased by10 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 155 | 152 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 158 | 155 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 195 | 321 | increased by126 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 41 | 155 | increased by114 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $58,624,561,186 | $68,344,867,702 | increased by$9,720,306,516 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 41 | 158 | increased by117 |
| Jul 1, 2022 | AUM | $58,651,072,725 | $58,624,561,186 | decreased by$26,511,539 |
| Apr 1, 2022 | Employees | 168 | 195 | increased by27 |
| Apr 1, 2022 | Clients | 32 | 41 | increased by9 |
| Apr 1, 2022 | AUM | $41,486,941,629 | $58,651,072,725 | increased by$17,164,131,096 |
| Apr 1, 2022 | Accounts | 32 | 41 | increased by9 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EMPOWER CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EMPOWER CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.