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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 35 clients, or 35 clients per representative. That equates to $657.1K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
BRENDON HAROLD JENKS
Chief Compliance Officer, Owner, President
- CRD
- #5485724
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Epiphany Financial Coaching has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.