# 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.

- CRD: 176526
- Filed as: EPIC ADVISORY SERVICES CORP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/176526
- AdvisorCensus page: https://advisorcensus.com/firm/epic-advisory-services-corp-boca-raton-fl-176526

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $134,254,207
- Discretionary: $10,111,922
- Non-discretionary: $124,142,285

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 141 | $47,264,010 |
| High net worth individuals | 37 | $86,082,795 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 1 | $907,402 |
| Other | Not reported | $0 |

### 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 23 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, SD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- epiccapitalfl.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $105,843,441 | 24 | February 27, 2024 |
| October 2025 | $121,138,246 | 24 | March 28, 2025 |
| October 2026 | $134,254,207 | 23 | May 22, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Epic Advisory Services Corp (CRD 176526): Form ADV filing data as of October 2026.