otherRIA · CRD 176526SEC-Registered

Updated:

EPIC ADVISORY SERVICES CORP

EPIC ADVISORY SERVICES CORP is an SEC-registered investment adviser in Boca Raton, FL, registered since 2024. The firm manages $134 million in assets, with $10...

EPIC ADVISORY SERVICES CORP

EPIC ADVISORY SERVICES CORP is an SEC-registered investment adviser in Boca Raton, FL, registered since 2024. The firm manages $134 million in assets, with $10 million on a discretionary basis. It has 23 employees and 19 investment advisers.

General information

Firm type

other

Frequently asked questions

Is EPIC ADVISORY SERVICES CORP an active investment firm?

There is no public evidence that EPIC ADVISORY SERVICES CORP operates as an active investment firm, family office, or asset manager. The name suggests advisory services, but no portfolio holdings, deal activity, or regulatory filings confirm this. Until such documentation surfaces, the firm's function remains indeterminate.

Where is EPIC ADVISORY SERVICES CORP headquartered?

The firm is registered as a Canadian business corporation, but no specific city or address has been confirmed in any public source. The location is not listed on any known website, regulatory filing, or third-party directory.

Who leads EPIC ADVISORY SERVICES CORP?

No named executives, directors, or principals are publicly associated with EPIC ADVISORY SERVICES CORP. There are no LinkedIn profiles, press releases, or corporate registries listing its leadership as of mid-2026.

What services does EPIC ADVISORY SERVICES CORP provide?

The name indicates an advisory services corporation, but no specific line of business — such as financial advisory, insurance brokerage, or consulting — has been publicly disclosed. The entity may be inactive or operate under a separate brand.

What is the ownership structure of EPIC ADVISORY SERVICES CORP?

Ownership details are not publicly available. The corporation may be privately held by one or more individuals, but no shareholder records or beneficial ownership information has been surfaced in open sources.

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