A complete list of active advisors currently associated with Epogee Capital Management, LLC

Warmer can help you find a great advisor at Epogee Capital Management, LLC or one who fits your needs even better.

Epogee Capital Management provides ongoing portfolio management primarily to high‑net‑worth individuals and charitable organizations, billing on an asset‑based basis and preparing individualized Investment Policy Statements that cover asset allocation, selection, and risk tolerance. The firm’s reported client base is very small (three clients) and its services include mutual funds, equities, fixed income, ETFs, private equity and real estate funds, and options strategies. The firm uses fundamental, quantitative and technical analysis and maintains three model allocations (conservative, balanced, aggressive growth) that it tailors to clients’ goals, time horizons and liquidity needs. Although ECM’s advisory agreement seeks discretionary trading authority, the majority of its reported assets are managed on a non‑discretionary basis; ECM also requires clients to custody assets at Schwab Institutional and provides quarterly reporting. Compared with peers, Epogee is notable for the concentration of AUM in non‑discretionary accounts and for managing a very small, high‑value client roster soon after its 2024 formation. The brochure discloses the managing partner’s external roles — participation on a private real estate fund investment committee and service as a strategic advisor/controller to an industrial supplier — which are documented in the brochure as potential conflicts to be managed.

To learn more about the advisors currently working at Epogee Capital Management, LLC, 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.