Overview
Assets Under Management: $134 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 37
Average Client Assets: $2.3 million
Frequently Asked Questions
EPIC ADVISORY SERVICES CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #176526), EPIC ADVISORY SERVICES CORP is subject to fiduciary duty under federal law.
EPIC ADVISORY SERVICES CORP is headquartered in BOCA RATON, FL.
EPIC ADVISORY SERVICES CORP serves 37 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, EPIC ADVISORY SERVICES CORP offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
EPIC ADVISORY SERVICES CORP manages $134 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, EPIC ADVISORY SERVICES CORP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.12%
Average Client Assets: $2.3 million
Total Client Accounts: 179
Discretionary Accounts: 7
Non-Discretionary Accounts: 172
Regulatory Filings
CRD Number: 176526
Filing ID: 2078651
Last Filing Date: 2026-03-31 16:06:32