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David Mckay Anthony

EPIC CAPITAL WEALTH ADVISORS, LLC·HEBER CITY, Utah
EPIC CAPITAL WEALTH ADVISORS, LLC
345 W. 600 S., HEBER CITY, UT 84032CRD# 3068955Firm CRD# 323482

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Mckay Anthony · HEBER CITY, UT
Registration
CRD #3068955 · EPIC CAPITAL WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

David Mckay Anthony is a registered financial advisor based in HEBER CITY, Utah, affiliated with EPIC CAPITAL WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
EPIC CAPITAL WEALTH ADVISORS, LLC
EPIC CAPITAL WEALTH ADVISORS
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at EPIC CAPITAL WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other advisory services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Commissions
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 3068955
Firm CRD# 323482
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Mckay Anthony offer?
David Mckay Anthony specializes in Financial Planning, Investment Management. Contact their office in HEBER CITY, Utah for a consultation.
What are David Mckay Anthony's credentials?
David Mckay Anthony is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Mckay Anthony located?
David Mckay Anthony is based in HEBER CITY, Utah, working with EPIC CAPITAL WEALTH ADVISORS, LLC. Their office serves clients in the HEBER CITY metropolitan area and surrounding communities.
How does David Mckay Anthony charge for services?
David Mckay Anthony's firm is compensated through percentage of aum, hourly charges, fixed fees, commissions, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EPIC CAPITAL WEALTH ADVISORS, LLC?
EPIC CAPITAL WEALTH ADVISORS, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)OREM (38)HOLLADAY (28)BOUNTIFUL (26)SOUTH JORDAN (25)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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