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EPSILON FINANCIAL GROUP, INC.
CRD 111990File 801-62454
APPROVED
Retail clients
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$626.1M
Above cohort median (national)
Discretionary AUM
$612.8M
Non-discretionary $13.3M
Clients
434
434 accounts
Employees
8
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 24, 2003
- Principal office
- 2801 WATERMAN BLVD., SUITE 250, FAIRFIELD, CA, 94534
- Phone
- 707-428-5500
- Website
- HTTPS://WWW.EPSILONFG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $626.1M
- Discretionary AUM
- $612.8M
- Non-discretionary AUM
- $13.3M
- Discretionary accounts
- 418
- Non-discretionary accounts
- 16
- Total accounts
- 434
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $20.5M |
| High net worth individuals | 164 | $514.6M |
| Pension and profit sharing plans | 2 | $2.7M |
| Individuals (other than high net worth individuals) | 264 | $88.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.