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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2015
- Office Locations
- 1
Office Locations
About EPI Financial Group
EPI Advisors, part of the EPI Family of Companies, is a Michigan-based RIA that builds personalized financial plans with an estate-planning lens. The firm provides active investment management, legacy and retirement income strategies, and tax-minimization planning, alongside annuity and insurance solutions through its affiliated agency. Custody is supported via major platforms such as Schwab and Fidelity/NFS.
Team overview
Insights
Custodian
Investment Themes
Services
Technology
Owner & Executives
RICHARD JOHN CRANDALL
Managing Member, Owner, Registered Investment Advisor
- CRD
- #5694537
- Ownership
- 75% or more
Shane Thomas Kinney
Chief Compliance Officer
- CRD
- #7746389
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Justin Dale Hathaway
Advisor
- CRD
- #7384879
RYAN MICHAEL RIKER
Investment Advisor Representative
- CRD
- #6526955
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,227,988 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,227,988 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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