Epic Advisory Services Corp

$134.3MAssets under management
as of May 2026 · SEC Form ADV
Boca Raton, FL
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No one at Epic Advisory Services Corp has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $93M held · filed Nov 2024