RIA Intel›Advisers›California›EPSILON FINANCIAL GROUP, INC.

EPSILON FINANCIAL GROUP, INC.

Advisory

N·FAIRFIELD, CA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$626M
1-Year AUM Growth
+20.0%
3-Year CAGR
+10.2%
Employees
5
Assets Under Management
Total AUM$626M
Discretionary AUM$613M
Non-Discretionary AUM$13M
Discretionary %97.9%
Total Clients495
Team
Total Employees5
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record30
First FilingOct 16, 2003
Latest FilingMar 19, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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