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EPIC ADVISORY SERVICES CORP

BOCA RATON, FL · CRD 176526 · IAPD ↗ · epiccapitalfl.com · 561-829-2173

$134.3MRegulatory AUM
19Advisory reps
23Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — EPIC ADVISORY SERVICES CORP notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2024 — EPIC ADVISORY SERVICES CORP (BOCA RATON, FL) is newly SEC-registered with $105.8M RAUM and 20 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.