Epic Advisory Services Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 31, 2026, reports $134M in regulatory assets under management, 23 employees, and 179 accounts.
Assets Under Management
$134M
Employees
23
Offices
--
Total Clients
179
Primary office
BOCA RATON, FL
1951 NW 19TH STREET, SUITE 203, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.8% of total clients.
Top client categories% of clientsClients
1
Individuals
78.8%
141
2
HNWI
20.7%
37
3
Corporations
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$134Mas of March 31, 2026
Discretionary7.5%
$10M
8% of total RAUM7.5%
Non-discretionary92.5%
$124M
92% of total RAUM92.5%
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.
Total AUM$134M
Total Accounts179
10Y AUM Change+$28M (+26.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee8:1
10Y Employee Change-1 (-4.2%)
* 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.