Overview
Assets Under Management: $72 million
High-Net-Worth Clients: 3
Average Client Assets: $18.7 million
Frequently Asked Questions
EPOGEE CAPITAL MANAGEMENT, LLC 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 #330816), EPOGEE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EPOGEE CAPITAL MANAGEMENT, LLC serves 3 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, EPOGEE CAPITAL MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
EPOGEE CAPITAL MANAGEMENT, LLC manages $72 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, EPOGEE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.36%
Average Client Assets: $18.7 million
Total Client Accounts: 4
Discretionary Accounts: 1
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 330816
Filing ID: 2074445
Last Filing Date: 2026-03-27 10:18:24