A complete list of active advisors currently associated with Episteme Advisors

Warmer can help you find a great advisor at Episteme Advisors or one who fits your needs even better.

Episteme Advisors, Inc. is a California state-registered investment adviser organized as a C corporation that provides discretionary investment management to individuals and business entities. The firm reports managing approximately $1.25 million of discretionary assets and states it serves both retail and business clients with no stated account minimum. The firm’s investment approach relies on fundamental and valuation analysis, review of public filings, and economic research, and may include publicly traded stocks, ETFs, mutual funds, fixed income, options, and futures. Accounts are reviewed at least monthly by the firm’s president and Chief Compliance Officer, and the adviser accepts discretionary authority while allowing clients to impose reasonable restrictions. Distinctive features in the brochure include an explicit emphasis on serving business entities—less common among independently registered advisers—and an organizational structure as a C corporation with advisory fees deducted directly from client accounts (the firm is deemed to have custody solely for that reason). The brochure also discloses that the firm’s principal holds advanced academic and professional degrees across multiple disciplines and that the firm does not vote client proxies, leaving clients to receive proxy materials directly.

To learn more about the advisors currently working at Episteme Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.