Epogee Capital Management, LLC
Epogee Capital Management, LLC is an SEC-registered ria with $71.8M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Epogee Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330816, SEC 801-130280, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $71.8M (2026-03-27)
- Firm type
- Ria
- Employees
- 2
- Clients
- 4
- CRD
- 330816
- Ownership
- WARNER, JAY, CLARK
How much AUM does Epogee Capital Management, LLC have?
Epogee Capital Management, LLC reported $71.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Epogee Capital Management, LLC?
Disclosed owners and executives of Epogee Capital Management, LLC include WARNER, JAY, CLARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.