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Epic Advisory Services Corp (Boca Raton)


Epic Advisory Services Corp is an adviser based in Boca Raton. It manages $8.5 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Florida.




Epic Advisory Services Corp provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and advisory services to etp (notes). It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Epic Advisory Services Corp: assets under management

The assets under management (AUM) of Epic Advisory Services Corp is $8.5 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.7 million in discretionary accounts and $3.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.7 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.9 million.
Epic Advisory Services Corp has custody of $3.8 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Epic Advisory Services Corp for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Graciela Ines Cairoli De Ramirez Rojas Shareholder 1 Jan 2002 25% - 50% 6161788
Pablo Manuel Cairoli Shareholder 1 Nov 2011 25% - 50% 4024225
Emilia Haydee Morteo De Cairoli Shareholder 1 Jan 2012 50% - 75% 6157848
Technology At Work Owner 1 Mar 2015 75% - 100% foreign

Based in Boca Raton

The principal office where Epic Advisory Services Corp performs its advisory services is located at 2000 Glades Road, Boca Raton, FL 33431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-829-2173 or by fax 561-829-2174. The normal business hours are 9am to 5pm on Monday - Friday.


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