Craig Jason Mccrory

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 12/2025
  Capital Insight Partners, Llc
  Scottsdale, AZ
• 01/2026 → Present
  Ep Wealth Advisors, Llc
  Scottsdale, AZ

Previous Registrations

• 2009-04-15 → 2026-01-02
  Capital Insight Partners, Llc
  Scottsdale, AZ
• 2007-06-13 → 2008-11-05
  Pacific West Financial Consultants Inc
  Renton, WA

Exams

• S66 Uniform Combined State Law Examination
  2007-06-08

Designations

• Chartered Financial Analyst