Epic Capital Wealth Management Management Team
Summary
Epic Capital Wealth Management is a private company that has been in the industry for 17 years. The company currently specializes in the Financial Services area. The position of the Managing Director is occupied by Edward Doughty. Its headquarters is located at Charlotte, North Carolina, USA. The number of employees ranges from 25 to 100. The annual revenue of Epic Capital Wealth Management varies between 5.0M and 25M. To connect with Epic Capital Wealth Management employee register on SignalHire.
Organization Website | EpicCapital.com |
Social Links |    |
Phone Number | +1-7045525200 |
Industries | |
Headquarters Location | 6135 Park South Drive, Charlotte, NC, 28210 US |
Employees Size | 1-10 employees |
Specialties | Comprehensive Wealth Planning, Estate Planning, Retirement Income Planning, Investment Management, Impact Investing, Sustainable Investing, Responsible Investing, Education Planning, Retirement Planning, Philanthropic Planning, Tax Planning, Risk Management, Insurance Planning |
SIC Code | 6189, 6199 |
DMA Code | Charlotte Metropolitan Area |
Founded | 2009 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2007 | Sole Proprietorship | 25 - 100 | 24.6M | $350K | |
| 1990 | Privately Held | 25 - 100 | 58.4M | $0 | |
| 1995 | Self-Employed | 25 - 100 | 8.5M | $0 | |
| 2007 | - | 10-50 | - | $- |
Employees Turnover 1 quarter 2026
Length of Employment
Employee tenure at Epic Capital Wealth Management shows a diverse range of experience levels:
14% for 3–4 years29% for 5–7 years57% have over 11 years of service at Epic Capital Wealth Management
HJE
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