Epic Advisory Services Corp
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 176526
- Registered since
- March 8, 2024
- Website
- www.epiccapitalfl.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI64.12%
- Individuals35.2%
- Corporations / Businesses0.68%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Epic Advisory Services Corp is a non-independent, retail-registered investment adviser that positions itself as a capital allocator and selector of third‑party managers. The firm serves both individual and family clients as well as institutional and business accounts, offering portfolio management for individuals/small businesses and for businesses or institutions. Its fee model combines a percentage-of-AUM structure with the possibility of performance-based fees. Epic is registered with the SEC (2024) and is affiliated with broker‑dealer activity as well as other investment adviser relationships. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds35%
- Exchange Traded Equities20%
- Cash & Cash Equivalents13%
- Other11%
- US Government Bonds5%
Owners & executives
2 of 2Pablo Cairoli
CEOCRD 4024225
Thomas Nilsson
President, CEO and CCOCRD 6157841
Contacts
3 of 5
Mauricio Ibarra
Registered RepresentativeCRD 6656029
Ezequiel Roson
Investment ConsultantCRD 7479509
Federico Pozzo
Registered RepresentativeCRD 6490838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1951 Nw 19th St
- Time zone
- ET (UTC-5)
- Office locations
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