Grady Harrison Camps
Investment adviser representative at Ep Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$45.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ep Wealth Advisors, LLCMay 2026 to now
- Lido Advisors, LLCJun 2024 to May 2026
- Sanford C. Bernstein & Co., LLCApr 2021 to May 2024
- Planmember Securities CorporationJul 2020 to Mar 2021
- Target CorporationMar 2020 to May 2020
- Cal Polytechnic State UniversitySep 2019 to Mar 2020
- Millennium ManagementJun 2019 to Sep 2019
- Cal Polytechnic State UniversitySep 2018 to Jun 2019
- San Luis Obispo BluesApr 2018 to Sep 2018
- Cal Polytechnic State UniversitySep 2017 to Apr 2018
- Canyon Design BuildJun 2017 to Sep 2019
- Cal Polytechnic State UniversitySep 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7279183
- Firm CRD
- 111147