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Sepio Capital Overview
Type
Family Office - Multi
General Information
Sepio Capital is a multi-family office headquartered in Salt Lake City. Founded in 2017 by father-and-son advisors Roger and Josh Carter after spinning out a multi-billion-dollar Merrill Lynch private wealth practice, the firm manages assets for affluent families, institutions, and trusts through its SEC-registered advisory and Wyoming-chartered trust company, offering investment management, estate planning, and alternative fund access.
Contact Information
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
2795 East Cottonwood Parkway, Suite 600 Salt Lake City, Utah 84121
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