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Epiphany Financial Coaching
Epiphany Financial Coaching is an SEC-registered investment adviser in Overland Park, KS. The firm manages approximately $23 million in regulatory assets.
Epiphany Financial Coaching
Epiphany Financial Coaching is an SEC-registered investment adviser in Overland Park, KS. The firm manages approximately $23 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
other
Frequently asked questions
Who runs investment decisions at Epiphany Financial Coaching?
No named principals or operators have been publicly identified for Epiphany Financial Coaching. The firm's approach suggests internal ownership or a sole practitioner, but this is not confirmed.
How does Epiphany Financial Coaching source proprietary deal flow?
Epiphany Financial Coaching does not appear to engage in investment deal flow. Its stated service model is financial coaching, which typically avoids direct capital allocation or proprietary deal sourcing.
Is Epiphany Financial Coaching structured as a single family office or does it operate more like a venture firm?
Epiphany Financial Coaching is not a family office or venture firm. It is a financial coaching practice, likely a sole proprietorship or small LLC, focused on client education rather than capital management.
Does Epiphany Financial Coaching participate in fund commitments or only direct deals?
No evidence suggests Epiphany Financial Coaching makes fund commitments or direct deals. Its public-facing description centers on coaching and education, not investment activity.
What investment stages does Epiphany Financial Coaching typically target?
Epiphany Financial Coaching does not target investment stages. Its work appears limited to coaching individuals on personal finance, without a capital deployment mandate.
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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