Sepio Capital

Sepio Capital operates as a multi-family office and institutional investment advisory firm, delivering comprehensive wealth management services. The company specializes in crafting tailored financial strategies, encompassing investment management, estate planning, and generational guidance. Its approach utilizes an objective, compliant framework, providing sophisticated solutions for diverse financial needs.

Founded in 2017, Sepio Capital was established by Roger Carter and his son, Josh Carter. Their inception followed their departure from a multi-billion-dollar Merrill Lynch private wealth practice, bringing extensive high-net-worth financial advisory experience. This background provided the foundational insight for creating an independent firm dedicated to personalized, holistic client service.

Sepio Capital primarily serves affluent families and institutions, offering bespoke financial stewardship. The firm's vision centers on securing client legacies through diligent and strategic asset oversight. It aims to be a trusted partner in navigating complex financial landscapes, ensuring sustained wealth preservation and growth for future generations.