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EPIC FUNDS

HERMOSA BEACH, CA · CRD 311425 · IAPD ↗ · epic-funds.com · 720-593-6399

$166.5MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
September 2026 — EPIC FUNDS moved its main office from MANHATTAN BEACH, CA to HERMOSA BEACH, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
27
June 2025 — EPIC FUNDS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
52
April 2025 — EPIC FUNDS grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
52
April 2024 — EPIC FUNDS grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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