Epic Capital Wealth Management

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website epiccapital.com
Client types

Overview

Epic Capital Wealth Management is an independent financial planning and investment management firm based in Charlotte, North Carolina. Founded in 2009 by Edward R. Doughty, CFP®, the firm provides concierge-level wealth management services to a limited number of families. Their approach emphasizes individualized financial planning, proactive communication, and a commitment to aligning clients' investments with their values and goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Epic Capital Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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