Epic Advisory Services Corp
Epic Advisory Services Corp is an SEC-registered mass-market adviser in Boca Raton, FL with $134.3M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Epic Advisory Services Corp: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 176526, SEC 801-129637, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $134.3M (2026-05-22)
- Firm type
- Mass-Market Adviser
- Location
- Boca Raton, FL
- Employees
- 23
- Clients
- 179
- CRD
- 176526
- Ownership
- T@W TECHNOLOGY AT WORK HOLDINGS INC; CAIROLI DE RAMIREZ ROJAS, GRACIELA, INES; LATIN SECURITIES S.A. AGENTE DE VALORES; RIVERDING FINANCIALS, LLC; NILSSON, THOMAS, MARTIN
How much AUM does Epic Advisory Services Corp have?
Epic Advisory Services Corp reported $134.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Epic Advisory Services Corp?
Disclosed owners and executives of Epic Advisory Services Corp include T@W TECHNOLOGY AT WORK HOLDINGS INC, CAIROLI DE RAMIREZ ROJAS, GRACIELA, INES, LATIN SECURITIES S.A. AGENTE DE VALORES, RIVERDING FINANCIALS, LLC, NILSSON, THOMAS, MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.