EPIC FINANCIAL, LLC

EPIC FINANCIAL, LLC of HUDSON, OH is an SEC-registered investment adviser (CRD 169410). Regulatory assets under management: $43.8M.

Registration

• CRD: 169410
• Type: Registered investment adviser
• Location: 1790 STONEY HILL DR., HUDSON, OH, 44236
• Phone: 330-331-0629
• Latest filing: 2026-03-10
• Regulatory AUM: $43.8M
• Discretionary AUM: $43.8M
• Clients: 2
• Accounts: 59

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169410 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search