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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 Oct 1, 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
- Website
- HTTPS://WWW.EPGADV.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 78 | 72 | decreased by6 |
| Apr 1, 2026 | AUM | $3,477,266,118 | $3,203,784,558 | decreased by$273,481,560 |
| Apr 1, 2026 | Accounts | 76 | 72 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 11 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 75 | 78 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,478,922,339 | $3,477,266,118 | decreased by$1,001,656,221 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 75 | 76 | increased by1 |
| Apr 1, 2022 | AUM | $2,937,674,287 | $4,478,922,339 | increased by$1,541,248,052 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EPG INCORPORATED” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EPG INCORPORATED” may also match similarly-named firms). Confirm identity against each filing.
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.