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EPG INCORPORATED
Legal name: E.P.G., INCORPORATED
CRD 106821File 801-51518
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.20B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $3.20B
Clients
72
72 accounts
Employees
11
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 1, 1996
- Principal office
- 205 NEWBURY STREET, SUITE 403, FRAMINGHAM, MA, 01701
- Phone
- 781-235-2666
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.20B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $3.20B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 72
- Total accounts
- 72
- AUM per client
- $44.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 3 | $7.3M |
| High net worth individuals | 21 | $43.7M |
| Banking or thrift institutions | 48 | $3.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.