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EPIC ADVISORY SERVICES CORP
CRD 176526File 801-129637
APPROVED
Retail clients
Filing as of May 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$134.3M
Bottom 25% of cohort (national)
Discretionary AUM
$10.1M
Non-discretionary $124.1M
Clients
179
179 accounts
Employees
23
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 8, 2024
- Principal office
- 1951 NW 19TH STREET, SUITE 203, BOCA RATON, FL, 33431
- Phone
- 561-829-2173
- Website
- HTTP://WWW.EPICCAPITALFL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $134.3M
- Discretionary AUM
- $10.1M
- Non-discretionary AUM
- $124.1M
- Discretionary accounts
- 7
- Non-discretionary accounts
- 172
- Total accounts
- 179
- AUM per client
- $750K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $907K |
| High net worth individuals | 37 | $86.1M |
| Individuals (other than high net worth individuals) | 141 | $47.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- 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.