Asset manager · Framingham, MA
EPG Incorporated
E.p.g., Incorporated · SEC-registered investment adviser · CRD 106821 · SEC 801-51518
At a glance
EPG Incorporated is an SEC-registered investment adviser based in Framingham, Massachusetts, with $3.2 billion in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is banking or thrift institutions, and it reports 21 individual clients. By Form ADV it is a asset manager, ranked 855th of 3,218 asset managers and 2,728th of 17,210 SEC-registered advisers by assets.
Main office 781-235-2666epgadv.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.2B
- Rank among asset managers
- #855 of 3,218
- Rank among all SEC RIAs
- #2,728 of 17,210
- Rank in Massachusetts
- #179 of 627
- Individual clients
- 21
- High-net-worth clients
- 21
- Accounts
- 72
- Discretionary
- 0% of AUM
- Employees
- 11
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Stella W. PangShareholder
- Allan R. DwyerShareholder
- David L. ThomasPresident, Director
- Daniel B. DubeChief Compliance Officer
- Mary-Laura GreelyDirector
- Jonathan A. RankinDirector
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Banking or thrift institutions | 48 | $3.2B | 98% |
| High-net-worth individuals | 21 | $44M | 1% |
| Charitable organizations | 3 | $7M | <1% |
Disciplinary disclosures
EPG Incorporated reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗epgadv.com ↗
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The full record on EPG Incorporated
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 790 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does EPG Incorporated manage?
EPG Incorporated reports $3.2 billion in regulatory assets under management across 72 accounts, on its Form ADV filed March 26, 2026.
What kind of firm is EPG Incorporated?
EPG Incorporated is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are EPG Incorporated’s clients?
By assets, its largest client types are banking or thrift institutions ($3.2 billion, 48 clients); high-net-worth individuals ($44 million, 21 clients); charitable organizations ($7 million, 3 clients).
Does EPG Incorporated have any disciplinary history?
EPG Incorporated reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is EPG Incorporated’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →