# Episteme Advisors

> Episteme Advisors is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 153919
- Filed as: EPISTEME ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153919
- AdvisorCensus page: https://advisorcensus.com/firm/episteme-advisors-153919

## Quick answers

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

**Is Episteme Advisors registered with the SEC or a state?**
Episteme Advisors is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153919.

**How much does Episteme Advisors manage?**
Episteme Advisors reports $1,250,000 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).

**What types of clients does Episteme Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1); corporations or other businesses not listed above (1).

**Does Episteme Advisors 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/153919

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,250,000
- Discretionary: $1,250,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $250,000 |
| Corporations or other businesses not listed above | 1 | $1,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Episteme Advisors (CRD 153919): Form ADV filing data as of October 2026.