Epic Advisory Services Corp
- Regulatory AUM
- $134M
- Discretionary
- $10.1M
- Clients
- 179
- Avg AUM / client
- $750K
- Accounts
- 179
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 141 | $47.3M | 35.2% |
| High net worth individuals | 37 | $86.1M | 64.1% |
| Corporations and other businesses | 1 | $907K | 0.68% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cairoli De Ramirez Rojas, Graciela, Ines | Shareholder | Jan 2002 (25y) | ≈ 37.5% – 75% via T@W Technology At Work Holdings Inc | |
| Pablo Manuel Cairoli | Ceo | Nov 2011 (15y) | ≈ 37.5% – 75% via T@W Technology At Work Holdings Inc | |
| Thomas Martin Nilsson | Cco | Mar 2015 (11y) | Less than 5% | |
| Mauricio Ibarra | Registered representative | Feb 2021 (5y) | ||
| Federico Andres Pozzo | Registered representative | Jun 2021 (5y) | ||
| Marcelo Alberto Sanchez | Registered representative | Jan 2022 (5y) | ||
| Lucas Maria Brea | Registered representative | Aug 2023 (3y) | ||
| Ezequiel Nicolas Roson | Registered representative | Nov 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| T@W Technology At Work Holdings Inc | Owner | Nov 2011 | A | 75% or more |
Estimated effective ownership (look-through of filed bands):
- Cairoli De Ramirez Rojas, Graciela, Ines: 50% – 75% of T@W Technology At Work Holdings Inc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Pablo Manuel Cairoli: 50% – 75% of T@W Technology At Work Holdings Inc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 1.49 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $131M (97% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗