| Name | Title | Ownership | Since |
|---|---|---|---|
| Epic Professional Management, LLC Control | Owner | Over 75% | 2024 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2024 |
| Jeffery Paul Lewis Control | Managing Member | Under 5% | 2015 |
Epic Trust Investment Advisors LLC reports $248.4 million in regulatory assets under management on its Form ADV.
Epic Trust Investment Advisors LLC reports 10 employees.
Epic Trust Investment Advisors LLC is based in Richland, WA and has been SEC-registered since 2021.
Epic Trust Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1305 Fowler Street, Suite 2c, Richland, WA 99352 |
| Phone | 702-767-9891 |
| Office hours | 9 - 5 M-Th, 9 - 4 F |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $248.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $248.4M |