EPIC ADVISORY SERVICES CORP

EPIC ADVISORY SERVICES CORP of BOCA RATON, FL is an SEC-registered investment adviser (CRD 176526). Regulatory assets under management: $134.3M.

Registration

• CRD: 176526
• SEC file number: 801-129637
• Type: Registered investment adviser
• Location: 1951 NW 19TH STREET, SUITE 203, BOCA RATON, FL, 33431
• Phone: 561-829-2173
• Latest filing: 2026-05-22
• Regulatory AUM: $134.3M
• Discretionary AUM: $10.1M
• Non-discretionary AUM: $124.1M
• Clients: 23
• Accounts: 179

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (8)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 176526 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search