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Drew Bradley Norman

Epiq Capital Group, LLC

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About Drew Bradley Norman

Drew Norman is a financial advisor who has been in the industry since 2016. Drew is a Certified Financial Planner and has a Series 66, Series 7TO and SIE license. Drew is currently registered with Epiq Capital Group, LLC and previously worked at Frost Brokerage Services, Inc. and UBS Financial Services Inc. Drew focuses on financial planning, portfolio management, and the selection of other advisors. Drew's services are available to high-net-worth individuals, investment companies, and pooled investment vehicles.

Firm Information

Drew Norman is currently registered with Epiq Capital Group, LLC. Epiq Capital Group, LLC is an investment advisor based in San Francisco, CA. The firm manages approximately $4.94 billion in assets for 896 clients. They offer a variety of investment services including portfolio management for individuals, businesses, and pooled investment vehicles. The firm also provides advisory services for the selection of other advisors.
Epiq Capital Group, LLC

1 LOMBARD ST. #200

SAN FRANCISCO, CA 94111

$4.94B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Drew Norman’s Registration & Firm History

CA

07/15/2022 - Present

Epiq Capital Group, LLC (SAN FRANCISCO CA)

TX

02/25/2020 - 06/27/2022

UBS FINANCIAL SERVICES INC. (DALLAS TX)

TX

06/24/2019 - 02/10/2020

FROST BROKERAGE SERVICES, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 07/24/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Drew Bradley Norman.
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