EPIPHANY FINANCIAL COACHING

EPIPHANY FINANCIAL COACHING of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 307859). Regulatory assets under management: $23.0M.

Registration

• CRD: 307859
• Type: Registered investment adviser
• Location: 7500 COLLEGE BLVD., OVERLAND PARK, KS, 66210
• Phone: 913-490-4400
• Latest filing: 2026-03-26
• Regulatory AUM: $23.0M
• Discretionary AUM: $23.0M
• Clients: 1
• Accounts: 102

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307859 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search