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EPIC ADVISORY SERVICES CORP

dba EPIC ADVISORY SERVICES CORP · CRD 176526 · Registered Investment Adviser

EPIC ADVISORY SERVICES CORP is a Registered Investment Adviser headquartered in BOCA RATON, FL. The firm reports $134,254,207 in regulatory assets under management across 179 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$10,111,922
Non-discretionary$124,142,285
Total RAUM$134,254,207
Accounts179

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 176526. adviserinfo.sec.gov/firm/summary/176526.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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