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Epic Advisory Services Corp

Updated today

Total assets under management

$134,254,207

Total clients

178

21% high-net worth

Total advisors

7

of 23 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

25

Average account size

$754,237

About

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).

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management

Fee options

Percentage

Up to $9,999,999 - $9,999,999: 1.50% annually $10,000,000 - $24,999,999: 1.00% annually $25,000,000 - $49,999,999: 0.85% annually $50,000,000+: 0.75% annually

Commissions

Adviser’s supervised persons who are registered representatives of affiliated broker-dealer receive commissions from sale of securities and investment products separately from advisory fees.

Performance-based

Performance fees individually negotiated, generally between 5% to 20% annually in arrears subject to High Water Mark provisions.

Other

Account minimum: $50,000

Main office location

Epic Advisory Services Corp

1951 Nw 19 Th Street, Suite 203

Boca Raton FL 33431, United States

Number of offices

1

Most active in

Florida · Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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