Epic Capital Securities

Overview

Epic Capital Securities is registered as a corporate investment adviser with an SEC registration dating to 2014. Public records classify its ownership as a mix of a domestic entity and an individual, and regulatory filings do not place the firm into a more specific advisory category. The filings also indicate the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Available disclosures provide very limited detail about the firm’s client segments, fee structure, or advisory activities; those items are blank in the registry filings.

Assets & Accounts

Location & Offices