Stephen Michael Kovach

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

• 10/2010 → 01/2019
  Water Users Association Of Downing Downs Lateral
  Eagle, ID
• 01/2016 → 05/2025
  Buffington Mohr Mcneal
  Boise, ID
• 05/2025 → Present
  Ep Wealth Advisors, Llc.
  Torrance, CA

Previous Registrations

• 2016-02-12 → 2025-06-27
  Buffington Mohr Mcneal
  Boise, ID
• 2003-09-22 → 2016-01-08
  Charles Schwab & Co., Inc.
  Boise, ID
  Boise, ID

Exams

• S66 Uniform Combined State Law Examination
  2003-09-05
• S63 Uniform Securities Agent State Law Examination
  1995-12-05

Designations

• Certified Financial Planner

Other Names

• Steve Kovach