About Epic Capital Funds

Built Around Purpose.
Driven by Partnership.

Epic Capital Funds was founded on a simple belief: financial success should create the freedom to pursue what matters most.

We bring that belief to life through thoughtfully structured investment opportunities, disciplined decision-making, and partnerships with experienced operators and business leaders.

Rich Jarvis presenting to partners at Epic Capital Funds
Epic Capital Funds office interior with candle bearing 'Be the light the world needs'

HOW WE APPROACH INVESTING

DISCIPLINED EVALUATION.
THOUGHTFUL STRUCTURES.

We believe successful investing begins with disciplined evaluation, thoughtful structures, and strong relationships.

As an Idaho-based fund management company, Epic Capital Funds brings together opportunities across real estate, private equity, and strategic debt investments.

Our role is to identify opportunities, work alongside experienced partners, and approach each investment with care, transparency, and a long-term perspective.

MEASURING FREEDOM OF PURPOSE

WHAT IS YOUR FREEDOM RATIO?

Financial freedom looks different for everyone. Your Freedom Ratio helps you understand how much of your monthly expenses are covered by income that doesn't require your time—and how you can work toward greater financial independence.

THE FREEDOM RATIO

Know your ratio. Set your goal. Keep improving.

1Understand your ratio

Monthly income that doesn't require your time
÷
Fixed monthly expenses

=Your Freedom Ratio

EXAMPLE

$2,500$7,500 still covered by other income

$2,500 ÷ $10,000 = 25%

25% of fixed monthly expenses are covered without your time.

2Create income

Two ways to earn income that doesn't require your time.

YOU OWNEQUITY INVESTMENTS

Share in profits, growth, and losses.

Businesses · Stocks · Rental property · Syndications · Private equity

YOU LENDDEBT INVESTMENTS

Earn contracted payments set by the terms.

Bonds · Notes · Private credit · Debt funds

3Achieve freedom

YOURFREEDOM RATIOTRACK & ADJUSTMeasure progress. Reset goals.GROW INCOMEOwn or lendMANAGEEXPENSESWhere it makes sense

A cycle, not a finish line.

YOUR GOAL IS PERSONAL

Choose the ratio that fits your life.

  1. 25%More financial breathing room
  2. 50%Room for a pay cut, a sabbatical, or a new path
  3. 75%Traditional work becomes increasingly optional
  4. 100%Fixed expenses fully covered
  5. TARGET RATIOIncome at X times fixed expenses

Illustrative example for education only. Not investment, tax or legal advice. Investing involves risk, including possible loss of principal. Neither ownership nor lending guarantees income or eliminates risk.

EPIC CAPITAL FUNDS|Freedom of Purpose
Rich Jarvis, President of Epic Capital Funds, outside company headquarters

A MESSAGE FROM OUR PRESIDENT

PURPOSE ISN'T JUST WHAT WE PURSUE.
IT'S WHY WE BEGAN.

During a period of professional uncertainty following the 2008–2011 market downturn, Rich Jarvis found renewed clarity by focusing on faith, family, and purpose.

That experience helped shape a belief that financial independence should create the freedom to pursue what matters most—a belief that continues to guide Epic Capital Funds today.

“Freedom of Purpose is the powerful convergence of financial independence, time sovereignty, and personal clarity—the ability to live life on your own terms and dedicate yourself fully to what matters most.”

Rich Jarvis

President, Epic Capital Funds

THE PEOPLE BEHIND EPIC

EXPERIENCE. RELATIONSHIPS.
SHARED COMMITMENT.

Our leadership team brings together experience in real estate, private equity, business operations, and strategic partnerships. Together, we focus on thoughtful execution, responsible stewardship, and building lasting relationships with the people we serve.

Rich Jarvis, President of Epic Capital Funds

Rich Jarvis

President, Epic Capital Funds

Jason Morris, Co-Founder & Portfolio CEO, Impact Equity Partners

Jason Morris

Co-Founder & Portfolio CEO, Impact Equity Partners

Bryce Esplin, Chief Operating Officer

Bryce Esplin

Chief Operating Officer

LET'S START A CONVERSATION

LET'S TALK ABOUT YOUR GOALS.

We'd welcome the opportunity to learn more about what you're working toward and explore whether Epic Capital Funds may be a good fit.