RIA Intel›Advisers›Ohio›EPIC FINANCIAL, LLC

EPIC FINANCIAL, LLC

Advisory

HUDSON, OH

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$743K

across 59 accounts

AUM per adviser

$44M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$44M

Discretionary AUM$44M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

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

59 clients

15 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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TREECE INVESTMENT ADVISORY CORP

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