Epsilon Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fairfield, CA. Its latest Form ADV filing, dated March 19, 2026, reports $626M in regulatory assets under management, 8 employees, 2 offices, and 434 accounts.
Assets Under Management
$626M
Employees
8
Offices
2 offices
Total Clients
434
Primary office
FAIRFIELD, CA
2801 WATERMAN BLVD., SUITE 250, FAIRFIELD, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.8% of total clients.
Top client categories% of clientsClients
1
Individuals
60.8%
264
2
HNWI
37.8%
164
3
Corporations
0.9%
4
4
Pension Plans
0.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$626Mas of March 19, 2026
Discretionary97.9%
$613M
98% of total RAUM97.9%
Non-discretionary2.1%
$13M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$626M
Total Accounts434
10Y AUM Change+$325M (+108.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee54:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.