Epg Incorporated is an SEC registered investment adviser organized as a corporation with a primary office location in Framingham, MA. Its latest Form ADV filing, dated March 26, 2026, reports $3.2B in regulatory assets under management, 11 employee, and 72 accounts.
Assets Under Management
$3.2B
Employees
11
Offices
--
Total Clients
72
Primary office
FRAMINGHAM, MA
205 NEWBURY STREET, SUITE 403, FRAMINGHAM, MA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentBanks represent 66.7% of total clients.
Top client categories% of clientsClients
1
Banks
66.7%
48
2
HNWI
29.2%
21
3
Charitable
4.2%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 26, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$3.2B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.2B
Total Accounts72
10Y AUM Change+$276M (+9.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee7:1
10Y Employee Change+2 (+22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.