EPIC INVESTMENT MANAGEMENT

EPIC INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 155370). Regulatory assets under management: $44.1M.

Registration

• CRD: 155370
• Type: Registered investment adviser
• Phone: 7205244200
• Latest filing: 2026-02-18
• Regulatory AUM: $44.1M
• Discretionary AUM: $44.1M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155370 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search