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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Epic Trust Investment Advisors LLC
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| CRD # | 281027 |
| SEC # | 801-120618 |
| CIK # | 0001875953 |
| AUM | $248.4 M (2025-03-20) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 509-591-0014 |
| Address | 1305 Fowler Street Richland, WA 99352 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.2 | ||
| Alphabet Inc | 1.6 | ||
| Nvidia Corp | 1.5 | ||
| UnitedHealth Group Inc | 1.2 | ||
| SPDR Gold Trust | 1.1 | ||
| Adobe Systems Inc | 1.0 | ||
| Amazon Com Inc | 0.9 | ||
| Microsoft Corp | 0.9 | ||
| Intuit Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 706 | 123.2 |
| (b) Individuals (high net worth individuals) | 60 | 125.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 766 | 248.4 |
| By Discretionary | ||
| Discretionary | 766 | 248.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 766 | 248.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 248.4 | |
| Total | 766 | 248.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001875953] |
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|---|---|---|
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NY | 0.2 |
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Octavia Investments LLC
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0.2 | |
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TN | 0.2 |
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IL | 0.2 |
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0.2 | |
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NY | 0.2 |
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CA | 0.2 |
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Chronos Wealth Management LLC
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FL | 0.2 |
|
Fiduciary Financial Partners LLC
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IL | 0.2 |