Fee-only adviser · Hudson, OH
Epic Financial, LLC
Epic Financial, LLC is a fee-only investment adviser registered with the securities regulator of Ohio, with its main office in Hudson, Ohio. On its latest Form ADV, filed March 10, 2026, it reports $44M in regulatory assets under management, 59 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Ohio |
|---|---|
| Firm CRD number | 169410 |
| Office | 1790 Stoney Hill DR. Suite a Hudson, OH 44236 |
| Phone | (330) 331-0629 |
| Website | www.epic-financial.com |
| Regulatory assets under management | $44M |
| Individual clients | 44 non-high-net-worth, 15 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Hudson
- Ruggaard & Associates $369M
- Broadleaf Partners, LLC $551M
- Western Reserve Capital Management, LLC $120M
See all 4 fee-only advisers in Hudson →
Nearby
- Stow 1 firm
- Cuyahoga Falls 1 firm
- Northfield 1 firm
- Aurora 2 firms
- Solon 1 firm
- Richfield 1 firm
- Akron 8 firms
- Fairlawn 2 firms
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