AdvisorCensus / Financial advisors / Florida / Miami / Epic Advisory Services Corp
Epic Advisory Services Corp is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.
Quick answers
From the filingHow is Epic Advisory Services Corp compensated?
On its Form ADV (Item 5.E, October 2026), Epic Advisory Services Corp reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Epic Advisory Services Corp located?
Epic Advisory Services Corp's principal office is in Boca Raton, FL, according to its Form ADV.
Is Epic Advisory Services Corp registered with the SEC or a state?
Epic Advisory Services Corp is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 176526.
How much does Epic Advisory Services Corp manage?
Epic Advisory Services Corp reports $134,254,207 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (8% discretionary).
How have Epic Advisory Services Corp's assets and staff changed since 2024?
In the Form ADV data for Epic Advisory Services Corp: Regulatory assets under management: $105,843,441 in the October 2024 data and $134,254,207 in the October 2026 data, up 27%. Total employees: 24 in October 2024 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Epic Advisory Services Corp serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (37); corporations or other businesses not listed above (1).
Which custodians does Epic Advisory Services Corp use?
Epic Advisory Services Corp's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.
Does Epic Advisory Services Corp report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/176526
Does Epic Advisory Services Corp state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum dollar value for establishing an Account is generally $ 50,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion."
What changed in Epic Advisory Services Corp's recent Form ADV filings?
In the June 2026 filing data: Registered or notice-filed in SD.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $50,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum dollar value for establishing an Account is generally $ 50,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$134,254,207 as of October 2026, filing dated May 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 23. Performing investment advisory functions: 19.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $134,254,207 | 23 | May 22, 2026 |
| October 2025 | $121,138,246 | 24 | March 28, 2025 |
| October 2024 | $105,843,441 | 24 | February 27, 2024 |
Regulatory assets under management: $105,843,441 in the October 2024 data and $134,254,207 in the October 2026 data, up 27%.
Total employees: 24 in October 2024 and 23 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Registered or notice-filed in SD.
- April 2026
- Employees performing advisory functions went from 20 to 19.
- Regulatory assets under management went from $121,138,246 to $134,254,207 (+11%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Epic Advisory Services Corp (CRD 176526): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/epic-advisory-services-corp-boca-raton-fl-176526