Wealth manager, independent · Boca Raton, FL
Epic Advisory Services Corp
SEC-registered investment adviser · CRD 176526 · SEC 801-129637
At a glance
Epic Advisory Services Corp is an SEC-registered investment adviser based in Boca Raton, Florida, with $134 million in regulatory assets under management as of its Form ADV filed May 22, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 178 individual clients. By Form ADV it is a wealth manager, ranked 7,299th of 8,915 wealth managers and 14,219th of 17,210 SEC-registered advisers by assets.
Main office 561-829-2173epiccapitalfl.comAs filed on Form ADV
- Regulatory AUM
- $134M
- Rank among wealth managers
- #7,299 of 8,915
- Rank among all SEC RIAs
- #14,219 of 17,210
- Rank in Florida
- #889 of 1,090
- Individual clients
- 178
- High-net-worth clients
- 37
- Accounts
- 179
- Discretionary
- 8% of AUM
- Employees
- 23
- Advisory staff
- 19
- Offices
- 1
Owners and executives on its Form ADV
- Thomas M. NilssonPresident, CCO
- Pablo M. CairoliCEO
Custody and brokerage
Broker-dealer
Hybrid RIA
Epic Advisory Services Corp is a hybrid RIA: 16 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Asset Managers Agente De Valores S.A., Capital Markets Argentina S.A., Corredor De Bolsa Sura S.A., Epic Capital Securities Corp, LS Securities LTD, Latin Securities Inc, Latin Securities S.A., Latin Securities S.A. Agente De Valores and Latin Securities S.A. Corredor De Bolsa.
- Asset Managers Agente De Valores S.A.
- Capital Markets Argentina S.A.
- Corredor De Bolsa Sura S.A.
- Epic Capital Securities Corp ↗CRD 166756
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
- LS Securities LTD
- Latin Securities Inc ↗CRD 164117
- Latin Securities S.A.
- Latin Securities S.A. Agente De Valores
- Latin Securities S.A. Corredor De Bolsa
Its Form ADV brochure (filed March 2026) names Epic Capital Securities as the broker-dealer its advisers are registered with.
es or other investment products, including asset-based sales charges or service fees from the sale of mutual funds, in their individual capacities as registered representatives of Adviser’s affiliated broker-dealer Epic Capital Securities.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 37 | $86M | 64% |
| Individuals | 141 | $47M | 35% |
| Corporations or other businesses | 1 | $1M | <1% |
Disciplinary disclosures
Epic Advisory Services Corp reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗epiccapitalfl.com ↗
AtlasMembers
The full record on Epic Advisory Services Corp
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 5,102 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Epic Advisory Services Corp manage?
Epic Advisory Services Corp reports $134 million in regulatory assets under management across 179 accounts, 8% of it on a discretionary basis, on its Form ADV filed May 22, 2026.
What kind of firm is Epic Advisory Services Corp?
Epic Advisory Services Corp is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Epic Advisory Services Corp’s clients?
By assets, its largest client types are high-net-worth individuals ($86 million, 37 clients); individuals ($47 million, 141 clients); corporations or other businesses ($907,402, 1 clients).
Does Epic Advisory Services Corp have any disciplinary history?
Epic Advisory Services Corp reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Epic Advisory Services Corp’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →