Epic Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$43,846,638
Clients
59
25% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
59
HighAverage account size
$743,163
About
Epic Financial provides investment supervisory services and financial planning to individual and high‑net‑worth clients, managing approximately $43,846,638 in discretionary assets across about 59 client relationships. Services include ongoing portfolio management, one‑time and retainer financial planning engagements, and the ability for clients to impose reasonable account restrictions.
The firm’s investment approach is grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, emphasizing strategic asset allocation, the use of mutual funds and ETFs, cost awareness, and long‑term horizons. Epic Financial offers discretionary management, uses block trading for execution, and selects custodians and execution venues based on a combination of execution quality, service, and platform capabilities.
Distinctive operational features disclosed in the brochure include the recent engagement of Orion Portfolio Solutions as an unaffiliated sub‑adviser to provide trading and investment services and the fact that all reported assets are managed on a discretionary basis. The firm also states it does not vote client proxies and typically does not provide its own written account reports, practices that differ from many peers in this adviser category.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Wealth management
Passive / index investing
Active portfolio management
Fee options
Fixed annual fee may be considered in lieu of or in addition to asset-based fees (amount determined case-by-case)
$0 - $500,000: 1.10% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.75% $2,500,001+: 0.50%
$250 per hour
Annual retainer fees from $1,200 to $15,000, payable quarterly or monthly
Fee-only: Financial planning fees range from $500 to $4,800 for one-time projects; ongoing planning fees include an initial fee of $1,000 to $4,800 plus an annual retainer of $1,200 to $15,000
Main office location
Epic Financial, LLC
1790 Stoney Hill Dr., Suite A
Hudson OH 44236, United States
Number of offices
1
Most active in
Epic Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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