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EPIC FINANCIAL, LLC
CRD 169410
1790 STONEY HILL DR., SUITE A, HUDSON, OH, 44236, United States
Phone
330-331-0629
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.8M
Discretionary AUM
$43.8M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $19.1M |
| High net worth individuals | 15 | $24.7M |
All web addresses on file
Official SEC filing: View on IAPD