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Epic Trust Investment Advisors
Founded in 2014 and headquartered in Richland, Washington, Epic Trust Investment Advisors operates as a registered investment advisor serving individuals,...
Epic Trust Investment Advisors
Founded in 2014 and headquartered in Richland, Washington, Epic Trust Investment Advisors operates as a registered investment advisor serving individuals, high-net-worth families, and institutional entities. The firm was built around the premise that fiduciary advice and active portfolio management should be delivered under one roof, rather than outsourced to third-party platforms. Its client base is concentrated in the Pacific Northwest, with a practice focused on financial planning, retirement structuring, and tax-aware asset deployment. Epic Trust constructs portfolios that extend well beyond public equities and investment-grade fixed income. The firm allocates client capital across private credit, direct real estate, hedge fund strategies, and special-situations opportunities — an alternatives-heavy book uncommon among RIAs of its scale. Portfolio construction emphasizes income generation and capital preservation through asset classes with low correlation to broad market indices. The firm sources alternative investments through a combination of fund commitments and curated direct placements, though specific underlying managers and co-investment partners are not publicly disclosed. The firm's footprint remains centered in southeastern Washington, with no additional offices publicly listed. Team size and total assets under advisement are not published, consistent with many privately held RIAs that report only to regulators via Form ADV. Epic Trust does not operate adjacent philanthropic vehicles, club-deal networks, or branded operating companies under its own umbrella. Its growth has been organic, tied to regional wealth creation in the Tri-Cities and surrounding agricultural and technology corridors. What structures Epic Trust differently from a generic planning shop is its intentional tilt toward alternative assets within a fiduciary wrapper. Most RIAs in mid-sized American markets default to model portfolios of ETFs and mutual funds; Epic Trust built its value proposition around delivering institutional-style alternative exposure to private clients — a structural choice that positions it closer to a family-office investment office than a conventional wealth manager, even if its regulatory filing does not reflect a multi-family office designation.
General information
Firm type
Bank / Wealth / Trust
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Richland
Corporate office
Richland, WA, United States
Sector focus
Frequently asked questions
What is Epic Trust Investment Advisors' investment philosophy?
The firm prioritizes income generation and capital preservation through non-correlated asset classes rather than conventional stock-and-bond models. Its portfolio construction leans into private credit, direct real estate, and hedge fund strategies, reflecting a yield-oriented posture uncommon among RIAs of comparable size. Specific return targets or benchmark indices are not publicly disclosed.
Does Epic Trust operate as a single-family office or a traditional wealth manager?
Epic Trust is structured as a registered investment advisor, not a single-family office. It serves multiple clients — individuals, high-net-worth families, and entities — rather than managing capital for one founding family. However, its heavy allocation to private credit and real estate creates an investment profile that resembles a family-office approach more than a standard RIA practice.
What types of clients does Epic Trust serve?
The firm advises individuals, high-net-worth individuals, and various entities, according to its regulatory profile. Its geographic concentration is in the Pacific Northwest, particularly southeastern Washington. Minimum account sizes and the number of client relationships are not publicly available.
How does Epic Trust source its alternative investments?
Epic Trust uses a combination of fund commitments and direct placements to access private credit, real estate, and special-situations opportunities. The firm does not publicly identify its underlying managers, co-investment partners, or specific deal structures. Sourcing is conducted internally rather than outsourced to institutional consultants, based on its RIA structure.
Is Epic Trust affiliated with any larger financial institution?
There is no public evidence of affiliation with a bank holding company, insurance carrier, or wealth management aggregator. Epic Trust appears to be an independently owned and operated RIA based in Richland, Washington, though ultimate ownership has not been widely reported.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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