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EPIC ADVISORY SERVICES CORP

Advisory

N·BOCA RATON, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$134M
1-Year AUM Growth
0.0%
3-Year CAGR
+28.1%
Employees
19
Assets Under Management
Total AUM$134M
Discretionary AUM$10M
Non-Discretionary AUM$124M
Discretionary %7.5%
Total Clients177
Team
Total Employees19
Investment Advisers23
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record10
First FilingApr 28, 2015
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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