# EPI Financial Group

> EPI Financial Group is a state-registered investment advisory firm in Troy, MI, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 174160
- Filed as: EPI FINANCIAL GROUP
- Legal name: EPI Financial Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174160
- AdvisorCensus page: https://advisorcensus.com/firm/epi-financial-group-troy-mi-174160

## Quick answers

**How is EPI Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), EPI Financial Group reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is EPI Financial Group located?**
EPI Financial Group's principal office is in Troy, MI, according to its Form ADV.

**Is EPI Financial Group registered with the SEC or a state?**
EPI Financial Group is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174160.

**How much does EPI Financial Group manage?**
EPI Financial Group reports $9,227,988 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**What types of clients does EPI Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79).

**Does EPI Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174160

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $9,227,988
- Discretionary: $9,227,988
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $9,227,988 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MI, OH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- epifinancialgroup.com
- Facebook @epiadvisorsllc
- LinkedIn @epi-financial-group

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EPI Financial Group (CRD 174160): Form ADV filing data as of October 2026.