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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-06-2013
- Office Locations
- 1
Office Locations
About Epic Financial, LLC
Epic Financial, LLC is a fee-only, CFP®-led RIA in Hudson, Ohio serving individuals, families, and business owners across northeast Ohio. Founder Trace Tisler provides hands-on financial planning, tax-aware investment/wealth management, and guidance on stock options, benefits and retirement plans (401(k)/IRA/Roth conversions, pensions, 457(b), DROP, Social Security WEP/GPO), plus succession and estate planning. Schwab-custodied portfolios use diversified funds/ETFs.
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Owner & Executives
ANDREW LOUIS TISLER III
CFP, Chief Compliance Officer, Chief Executive Officer
- CRD
- #6054015
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,846,638 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,846,638 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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