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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

EPIC FUNDS LLC

CRD 294571

KENNEWICK, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db2b53e0-e833-880d-de27-395f9968d31a

Data as of Mar 30, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2018 to Mar 30, 2019
4 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 801-113053
CRD: 294571
Filings on the tape: 4
First filed: Mar 29, 2018
Latest filed: Mar 30, 2019
Organised: Limited Liability Company, Washington

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LEWIS, JEFFERY, PAUL	MANAGING MEMBER/CCO	E	yes	03/2018	Mar 29, 2018	Mar 30, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EPIC TRUST INVESTMENT ADVISORS LLC	n/a	Independent wealth	$22.4M	Y	yes	n/a
EPIC TRUST INVESTMENT ADVISORS LLC	n/a	Independent wealth	$22.4M	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Mar 30, 2019	n/a	n/a	1	1	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	n/a	n/a	n/a	n/a	n/a	1	n/a	0	n/a

Relationships

Affiliated with (1)

→ LEGACY CORNERSTONE WEALTH LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (1)

← LEWIS, JEFFERY, PAULOwnerMANAGING MEMBER/CCO, ownership code E, individual
Mar 29, 2018 to presentfactForm ADV

Dated events

Occurred
Mar 29, 2018
First Form ADV filing
Epic Funds Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db2b53e0-e833-880d-de27-395f9968d31a
First observed: Mar 29, 2018
Last observed: Mar 30, 2019 91 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.

EPIC FUNDS LLC

CRD 294571

KENNEWICK, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db2b53e0-e833-880d-de27-395f9968d31a

Data as of Mar 30, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEWIS, JEFFERY, PAUL

MANAGING MEMBER/CCO

yes

03/2018

Mar 29, 2018

Mar 30, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EPIC TRUST INVESTMENT ADVISORS LLC

n/a

Independent wealth

$22.4M

yes

n/a

EPIC TRUST INVESTMENT ADVISORS LLC

n/a

Independent wealth

$22.4M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Mar 30, 2019

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

n/a