RIA Intel›Advisers›Arizona›EPS-RIA, LLC

EPS-RIA, LLC

Advisory

AZ

Data as of Feb 17, 2026 · Source: SEC Form ADV

Average account

$114K

across 328 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

8

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients304

Team

Total Employees8

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, 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

304 clients

5 high-net-worth

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

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