Epic Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
1790 Stoney Hill Dr., Suite A
Hudson OH 44236
Advisors at this office
1
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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