CRD: 307859
Epiphany Financial Coaching
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- Custodian
- Axos · Charles Schwab & Company · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-08-2021
- Office Locations
- 1
Office Locations
About Epiphany Financial Coaching
Epiphany Financial Coaching is a Kansas City-area investor coaching firm that partners with Matson Money to educate and coach families on disciplined, lifetime investing. The practice emphasizes avoiding speculation, aligning money with purpose, and building prudent, ETF-focused portfolios. They also run the "American Dream Experience," a group seminar on the behavioral and empirical drivers of wealth accumulation.
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Investment Themes
Investment Vehicles
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Owner & Executives
BRENDON HAROLD JENKS
Chief Compliance Officer, Owner, President
- CRD
- #5485724
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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