Be advised. This firm is no longer registered.

Epic Financial Advisors LLC

Epic Financial Advisors LLC (CRD# 281853) is a financial advisory firm headquartered in Hickory, NC. They manage $2,500,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $50,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Epic Financial Advisors LLC
No Advisor Found.
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