Unclaimed Profile

David Mckay Anthony

EPIC CAPITAL WEALTH ADVISORS, LLC·HEBER CITY, Utah

Series 6, Series 7, Series 55, Series 63, Series 66CFP23 years registeredEPIC 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 · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EPIC CAPITAL WEALTH ADVISORS, LLC

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Feb 2004 – Jun 2004

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Jan 2004 – Feb 2004

CANTON, OH

UBS PAINEWEBBER INC.

Sep 2002 – May 2003

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 55

Series 63

Series 66

Registration record

First registered · September 16, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

2022Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

EPIC CAPITAL WEALTH ADVISORS, LLC

CRD 323482 · SEC 801-131349

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by EPIC CAPITAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EPIC CAPITAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Mckay Anthony offer?

David Mckay Anthony specializes in Financial Planning, Investment Management.

What are David Mckay Anthony's credentials?

David Mckay Anthony holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Mckay Anthony located?

David Mckay Anthony is based in HEBER CITY, Utah, last registered with EPIC CAPITAL WEALTH ADVISORS, LLC.

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 Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Utah

SALT LAKE CITY (177)PROVO (32)LEHI (31)DRAPER (31)OREM (28)SANDY (27)ST. GEORGE (16)LOGAN (15)SOUTH JORDAN (13)HOLLADAY (12)

City Guides

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Research

Advisor Fees in Utah National Fee Analysis

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