Epiphany Capital
Firm details
- Headquarters
- Vernon Hills, Illinois
- CRD number
- 136557
- Website
- www.epiphanycapital.net
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Epiphany Capital operates as a corporation focused on providing financial planning services, selecting other advisers, and conducting educational seminars and workshops. The firm is classified as a capital allocator and engages in various advisory activities. While it does not actively pursue ESG investments, it has a diverse approach to investment management, utilizing both traditional and alternative investment strategies.
Assets & Accounts
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
Contacts
1 of 1
John Choi
PresidentCRD 2380305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vernon Hills, IL
Lake
Location
Vernon Hills, IL
Headquartered in Vernon Hills, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 554 Saddlebrook Ln
- Time zone
- CT (UTC-6)
- Office locations
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