EPIC ADVISORY SERVICES CORP

Overview

Epic Advisory Services Corp is a corporate investment adviser that began SEC registration in 2024. The firm identifies as a capital allocator serving both individuals and families and institutional clients. Its advisory activities include discretionary and non‑discretionary portfolio management for individuals/small businesses and for businesses or institutions, along with selecting other advisers and allocating to external managers. Ownership is listed as a mix of a foreign entity and an individual. Fee arrangements combine asset‑based charges with the possibility of performance‑linked fees. The firm is not identified as an active ESG investor.

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Public Holdings

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Location & Offices