# EPI FINANCIAL GROUP

EPI FINANCIAL GROUP of TROY, MI is an SEC-registered investment adviser.

## Registration

- CRD: 174160
- Type: SEC-registered investment adviser
- Location: 5700 CROOKS RD., TROY, MI, 48098-2809
- Phone: 248-281-1500
- Latest filing: 2026-08-04
- Regulatory AUM: $9.2M
- Discretionary AUM: $9.2M
- Clients: 6
- Accounts: 137

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174160/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174160/similar
- Related entities: https://search.stillhousedata.com/firm/174160/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174160

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.