RIA Intel›Advisers›Michigan›EPI FINANCIAL GROUP LLC

EPI FINANCIAL GROUP LLC

Advisory

TROY, MI

Data as of Aug 27, 2026 · Source: SEC Form ADV

Average account

$67K

across 137 accounts

AUM per adviser

$2M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees6

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

79 clients

The full client-type breakdown and the share of AUM each category represents.

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