Epic Advisory Services Corp

EPIC Advisory Services Corp, established in February 2016, offers asset management services to individuals and corporations through discretionary and non-discretionary accounts. The firm's investment strategies focus on various assets and securities tailored to client objectives and risk profiles. Clients have the option of customized discretionary portfolios or non-discretionary advisory services, with the ability to restrict investments. Additionally, Epic Advisory may appoint sub-advisors for clients seeking more customized investment strategies. As of December 31, 2024, the firm managed approximately $4.6 million in discretionary assets and $116.5 million in non-discretionary assets. Fees are negotiable and based on a percentage of total assets, with quarterly fees charged in advance or arrears. Epic Advisory does not accept kickbacks and does not have soft dollar arrangements. The firm does not vote proxies on client securities, and clients are expected to vote their own proxies. Epic Advisory does not maintain custody of client funds, and all assets are held at qualified custodians. The firm does not vote proxies on client securities, and clients are expected to vote their own proxies. Epic Advisory has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.