Epic Capital Wealth Management

Overview

Epic Capital Wealth Management is a Charlotte, North Carolina wealth-management firm founded in 2009. The firm provides concierge-level, plan-driven wealth management to a limited number of families through formal planning, education, proactive communication, and ongoing service. [A][B]

History

Edward R. Doughty founded Epic Capital in 2009. The firm serves families locally and throughout the United States through an individualized, planning-led approach. [A]

Leadership

Edward R. Doughty, CFP®, CSRIC®, is Managing Director and Private Wealth Advisor. Epic Capital says he founded the firm in 2009 and has more than 30 years of financial-planning and investment-management experience. [C]

Jason Dimitriou is a Private Wealth Advisor who joined Epic Capital in 2013. His work combines comprehensive financial planning with investment management tailored to client goals. [C]

Services

Epic Capital lists financial planning, investment management, retirement planning, estate planning, tax planning, income planning, philanthropic planning, risk management, impact investing, and education planning among its services. [B]

The firm describes its planning process as individualized, with client needs, resources, interests, and available time shaping the relationship. [A]

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Retirement planning

Client Focus

Epic Capital serves families locally and throughout the United States. Its limited-client model supports education, open dialogue, clear communication, transparency, and availability. [A][C]

Approach

The firm says education, open dialogue, clear communication, transparency, and availability are foundations of its client relationships. Its philosophy focuses on helping clients align their investments with their goals, create meaningful impact, and build a lasting legacy. [B][C]

Epic Capital also highlights impact investing, philanthropic planning, and community involvement through its E3 program. [A][B]

Securities are offered through LPL Financial, which the firm’s website identifies as a FINRA and SIPC member. A FINRA BrokerCheck report identifies Epic Capital Wealth Management as a DBA for LPL Financial business associated with Edward R. Doughty. [B][D]

FAQs

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  EstatePlanner.com offers plain-language guides on wills, trusts, and related estate decisions. A reader considering Epic Capital Wealth Management can use these materials to clarify questions for an adviser, especially when coordinating estate planning with tax planning, philanthropy, family administration, and a broader multigenerational plan.

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Sources

1. https://epiccapital.com/about/
2. https://epiccapital.com/
3. https://epiccapital.com/financial-advisor-charlotte-nc/
4. https://reports.adviserinfo.sec.gov/reports/individual/individual_2423534.pdf

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.