Epic Advisory Services Corp

Epic Advisory Services Corp. provides investment management to individuals (including high‑net‑worth clients), corporations and other entities through both discretionary and non‑discretionary advisory arrangements, and may also appoint sub‑advisors for portions of discretionary mandates. As of December 31, 2025 the firm reported roughly $10.1 million of discretionary AUM and about $124.1 million of non‑discretionary AUM, indicating most client assets are managed on a non‑discretionary basis.

The firm constructs customized portfolios using a combination of third‑party macroeconomic research and in‑house due diligence, and it implements strategies that can include options, derivatives, leverage and the use of borrowing in separately managed accounts for hedging or yield purposes. Epic Advisory may negotiate performance‑based fee arrangements subject to high‑water‑mark provisions, while non‑discretionary clients retain final approval of transactions recommended by the adviser.

Epic Advisory is part of the Latin Securities Group and is affiliated with an SEC‑registered broker‑dealer, Epic Capital Securities, and several domestic and foreign affiliates (including a Uruguayan sub‑advisor, Asset Managers Agente de Valores S.A.), which shapes its cross‑border capabilities and operational relationships. Those affiliations come with several notable features relative to peers — a significant non‑U.S. footprint, dual broker‑dealer/adviser relationships that can generate trailer and sweep revenues, and the offer or use of affiliated exchange‑traded notes (which the firm discloses and excludes from its advisory fee calculation).