Epic Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,143,221
Clients
8
100% high-net worth
Advisors
1
of 1 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
8
Very LowAverage account size
$5,517,903
About
Epic Investment Management is a small, independent registered investment adviser that provides discretionary portfolio management to individual and high‑net‑worth clients. The firm manages blended, equity‑oriented accounts for a limited number of client relationships and does not provide financial planning, tax preparation, brokerage, or insurance services.
The investment approach centers on equities as the core allocation, combining exchange‑traded funds and selective individual securities guided by fundamental, technical and internally developed quantitative models on an intermediate (six‑to‑24 month) horizon. The firm actively uses tools such as short selling, margin transactions and exposure to crypto‑currency‑related instruments (including bitcoin futures and derivatives) and generally manages accounts on a discretionary basis with only limited tailoring to specific client requests.
Noteworthy aspects include a relatively small client base with a majority of high‑net‑worth relationships and an asset base that results in substantial assets per client, indicating highly individualized account management rather than pooled products. The firm also excludes clients seeking primarily current income or capital preservation, does not vote client proxies, and typically places trades through major custodians while making use of custodian‑provided research and technology.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Private / alternative investments
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $12,000,000: 0.70% annually $12,000,001+: 0.50% annually
Account minimum: $500,000 Fee-only: Fees are based solely on assets under management; no commissions or other fee types charged.
Main office location
Epic Investment Management
Boulder CO, United States
Number of offices
1
Most active in
Epic Investment Management has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida
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
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