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EPIC ADVISORY SERVICES CORP
CRD 176526 · SEC 801-129637
1951 NW 19TH STREET, SUITE 203, BOCA RATON, FL, 33431, United States
Phone
561-829-2173
Fax
561-829-2174
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.3M
Discretionary AUM
$10.1M
Team
23 total employees; 19 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-05-22
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $47.3M |
| High net worth individuals | 37 | $86.1M |
| Corporations/business entities | 1 | $907K |
States served
GA, FL, SD
All web addresses on file
Official SEC filing: View on IAPD