E
$44.1M Total AUM
$44.1M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-10-2010
- Office Locations
- 1
Office Locations
-- Boulder CO
About Epic Investment Management
Epic Investment Management, LLC is an independent RIA founded in 2010 in Boulder, CO. It provides discretionary, multi-asset portfolio management for individuals and high-net-worth clients, with an equity focus and use of ETFs alongside individual securities and fixed income. Registered in Colorado and Florida; custody relationships include Schwab and Fidelity.
Team overview
63 AVG AGE
$44.1M AVG AUM / ADVISOR
$5.5M AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
JOHN EDWARD CARLSON
President
- CRD
- #1435067
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,143,221 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,143,221 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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