Derek Hallock Holman is listed as Managing Director at Ep Wealth Advisors, LLC. on SEC Form ADV.
Form ADV reports a beneficial ownership band of Under 5%.
| Title | Managing Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2005 |
| Title | Shareholder |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2017 |