EPIC FINANCIAL, LLC

Overview

Epic Financial, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm focuses on serving individuals and families with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers when specialized capability is needed. Its fee model is flexible, combining a percentage‑of‑AUM component with hourly and fixed‑fee arrangements to accommodate planning engagements and smaller projects alongside ongoing portfolio management. Investment activity at Epic Financial centers on public funds and mutual funds as the primary portfolio building blocks. The firm manages assets on a discretionary basis and acts as a capital allocator when it introduces outside managers or fund vehicles to client portfolios. Epic Financial does not identify itself as an active ESG investor and does not position itself as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices