Data / Investment advisers / Florida / Epic Advisory Services Corp
Epic Advisory Services Corp, Boca Raton, FL: $134 million AUM, SEC registered investment adviser
Epic Advisory Services Corp is an SEC registered investment adviser with its main office in Boca Raton, Florida and reports $134 million in regulatory assets under management in its Form ADV filed May 22, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 176526
- SEC file number
- 801-129637
- SEC status
- Approved, effective March 8, 2024
- Main office
- 1951 NW 19th Street Suite 203, Boca Raton, FL 33431
- Phone
- (561) 829-2173
- Website
- epiccapitalfl.com
- Regulatory AUM
- $134,254,207 in the Form ADV filed May 22, 2026
- Discretionary AUM
- $10,111,922
- Non discretionary AUM
- $124,142,285
- Accounts
- 179
- Employees
- 23, of which 19 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $86.1 million |
| Individuals (other than high net worth individuals) | 141 | $47.3 million |
| Corporations or other businesses | 1 | $907,402 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $134.3 million | March 31, 2026 |
| December 1, 2025 | $121.1 million | March 28, 2025 |
Other advisers in Boca Raton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Palm Wealth Partners | Boca Raton | $179.3 million | Not listed | adviserinfo.sec.gov |
| Winning Points Advisors, L.L.C. | Boca Raton | $173.1 million | Not listed | adviserinfo.sec.gov |
| Cywp Fund | Boca Raton | $160.8 million | 13 | adviserinfo.sec.gov |
| Financial Trust Asset Management Chartered | Boca Raton | $141.9 million | Not listed | adviserinfo.sec.gov |
| Red Reef Advisors LLC | Boca Raton | $135 million | Not listed | adviserinfo.sec.gov |
| Secure Wealth, Inc. | Boca Raton | $132 million | Not listed | adviserinfo.sec.gov |
| CS Advisors Inc. | Boca Raton | $118 million | Not listed | adviserinfo.sec.gov |
| Greenline Wealth Management | Boca Raton | $117 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boca Raton, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Epic Advisory Services Corp on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.