Epic Trust Investment Advisors LLC (Kennewick)

Name: Epic Trust Investment Advisors LLC
Address: 8656 W Gage Blvd, Kennewick, WA, 99336
Telephone: 509-591-0014

Epic Trust Investment Advisors LLC is an adviser based in Kennewick. It manages $59.8 million of regulatory assets for 762 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Arizona, California, Nevada, and 3 other states.

Epic Trust Investment Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Epic Trust Investment Advisors: assets under management

The assets under management (AUM) of Epic Trust Investment Advisors LLC is $59.8 million. The firm's AUM has grown by 55% since the beginning of its operation, and $320 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $59.45 million in discretionary accounts and $354.21 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $78.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $177.1 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 48% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 39% of the firm’s portfolio. Investments in investment grade corporate bonds form 8% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Epic Trust Investment Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Epic Trust Investment Advisors serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Epic Trust Investment Advisors is individuals with 319 clients and $43.39 million of assets under management. Among the 3 most similar advisory firms, Epic Trust Investment Advisors has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $59.8 million for 337 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Epic Trust Investment Advisors doesn't advise any private funds.

Careers at Epic Trust Investment Advisors LLC

The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffery Paul Lewis	Managing member/cco	1 Aug 2015	75% - 100%	5892152
Lori Ann Selby	Vice president	1 Mar 2017	Other	6332040

Based in Kennewick

The principal office where Epic Trust Investment Advisors LLC performs its advisory services is located at 8656 W Gage Blvd, Kennewick, WA 99336, which is also the mailing address of the firm. An additional office of the firm is in Las Vegas, NV. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 509-591-0014 or by fax 509-591-0016. The normal business hours are 9 - 5 m-th, 9 - 4 f on Monday - Friday. You can find more information about the New York firm at business.facebook.com/epictrust.