Epic Investment Management

Overview

Epic Investment Management is a small, fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and lists its owner type as an individual adviser rather than an institutional allocator. Client relationships are concentrated and high-touch: the adviser is not positioned as a multi-state or pension consultant, and it does not identify as an active ESG investor. Investment preference is equity oriented. Exchange-traded equities are the dominant holding class, and the firm also uses mutual funds and corporate debt in public portfolios. Epic reports using third-party alternative managers across real estate, digital currency, and private credit, indicating a willingness to blend liquid public exposures with less liquid, return-enhancing alternatives for suitable clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices