Epic Advisory Services Corp
● SEC registered since 2024CRD 176526SEC# 801-129637Boca Raton, FL
Reg. AUM
$134.3M
Employees
23
Accounts
179
Location
Boca Raton, FL
Epic Advisory Services Corp assets under management
Epic Advisory Services Corp operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2024. It reports $134.3 million in regulatory assets under management and employs 23 people.
Epic Advisory Services Corp owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Pablo Manuel Cairoli Control | Ceo | Under 5% | 2015 |
| T@w Technology at Work Holdings Inc Control | Owner | Over 75% | 2011 |
| Thomas Martin Nilsson | President, Cco | Under 5% | 2015 |
| Aircont S.A. Control | Member | Over 75% | 2016 |
| Eduardo Jorge Tapia Control | Owner | Over 75% | 2002 |
| Latin Securities Holdings, LLC Control | Shareholder | Over 75% | 2026 |
| Latin Securities S.A. Agente de Valores Control | Member | Over 75% | 2020 |
| Riverding Financials, LLC Control | Shareholder | Over 75% | 2016 |
Frequently asked questions
How much does Epic Advisory Services Corp manage?
Epic Advisory Services Corp reports $134.3 million in regulatory assets under management on its Form ADV.
How many employees does Epic Advisory Services Corp have?
Epic Advisory Services Corp reports 23 employees.
Where is Epic Advisory Services Corp located?
Epic Advisory Services Corp is based in Boca Raton, FL and has been SEC-registered since 2024.
Does Epic Advisory Services Corp disclose fund performance?
Epic Advisory Services Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1951 NW 19th Street, Suite 203, Boca Raton, FL 33431 |
| Phone | 561-829-2173 |
| Fax | 561-829-2174 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134.3M▲ 11%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,306 advisers
EmployeesTop 22%
More than 78% of 16,824 advisers
Assets under management
$134.3Mregulatory AUM
Discretionary $10.1MNon-discretionary $124.1M