Epiphany Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,100,000
Total clients
53
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$567,925
About
Epiphany Wealth Management is a single‑advisor independent advisory firm that provides ongoing discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), small businesses, and charitable organizations. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and delivers regular portfolio monitoring and reporting.
The firm’s investment approach blends fundamental and quantitative analysis with a primary emphasis on long‑term, long‑only portfolios while allowing shorter‑term trades when fundamental conditions change. Epiphany typically manages accounts on a discretionary basis, monitors accounts at least weekly, and requires clients to use a designated third‑party custodian for execution and reporting.
A distinctive aspect of the firm is that its principal is a Certified Public Accountant; the brochure discloses the advisor’s accounting credentials and notes that no accounting services are provided that would create a conflict of interest. The firm manages roughly $30.1 million across about 53 client accounts, uses Interactive Brokers as its required custodian, and discloses the possible acceptance of research or services from brokers (soft‑dollar benefits), practices that are less common among solo independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
$0 - $3,000,000: 1.50% $3,001,000 - $5,000,000: 1.25% $5,000,000+: 1.00%
$250 to $350 per hour, negotiated based on scope of service
Account minimum: $250,000
Main office location
Epiphany Wealth Management
4544 Post Oak Place Drive, Suite 204
Houston TX 77027, United States
Number of offices
1
Most active in
Epiphany Wealth Management has reported serving >5 clients in these states in the last 12 months.
Louisiana · 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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