This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=16.0

Regulatory AUM

$134MItem 5.F on the latest filing (2026-05-22); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$10.1M

Private client RAUM

$133MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

8

RAUM per advisor

$16.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

23

Advisory employees

19

Offices

0Schedule D 1.F, beyond the principal office

Accounts

179

Individual clients

141

High net worth clients

37

SEC number

801-129637

CRD

176526

Filings on the tape

13

First filed

Apr 28, 2015

Latest filed

May 22, 2026

Organised

Corporation, FL

Website

epiccapitalfl.com

• Occurred

  Apr 28, 2015
  First Form ADV filing

  Epic Advisory Services Corp filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1d377698-ca96-abb5-4eb7-09b25ccb01c5

First observed

Apr 28, 2015

Last observed

May 22, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.