Epiphany Capital

Overview

Epiphany Capital is a small, owner-operated corporate adviser that positions itself as a capital allocator and financial planning resource. The firm bills clients through a mix of percentage-of-AUM and fixed fees and lists advisory activities that include financial planning, selecting other advisers on clients’ behalf, and running educational seminars or workshops. It is not identified as an active ESG investor and is not registered as a multi-state adviser; it also does not identify itself as a pension consultant or related adviser. The firm’s internal classification is unclassified, which, together with its owner-type being individual, indicates a compact, boutique setup rather than a large institutional RIA. Its stated role as a capital allocator and its emphasis on selecting third‑party managers suggest Epiphany Capital focuses on constructing portfolios through outside managers and products rather than running extensive in‑house asset management teams.

Assets & Accounts

Investments & Alternatives