Data / Investment advisers / Massachusetts / Epg Incorporated
Epg Incorporated, Framingham, MA: $3.2 billion AUM, SEC registered investment adviser
Epg Incorporated is an SEC registered investment adviser with its main office in Framingham, Massachusetts and reports $3.2 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include banks and thrifts, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 106821
- SEC file number
- 801-51518
- SEC status
- Approved, effective March 1, 1996
- Legal name
- E.P.G., Incorporated
- Main office
- 205 Newbury Street Suite 403, Framingham, MA 01701
- Phone
- (781) 235-2666
- Regulatory AUM
- $3,203,784,558 in the Form ADV filed March 26, 2026
- Non discretionary AUM
- $3,203,784,558
- Accounts
- 72
- Employees
- 11, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 48 | $3.15 billion |
| High net worth individuals | 21 | $43.7 million |
| Charitable organizations | 3 | $7.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.20 billion | March 26, 2026 |
| December 1, 2025 | $3.48 billion | March 26, 2025 |
Other advisers in Massachusetts
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pathlight Capital | Boston | $3.52 billion | 8 | adviserinfo.sec.gov |
| Flagship Harbor Advisors, LLC | Boston | $3.42 billion | Not listed | adviserinfo.sec.gov |
| Invenomic Capital Management LP | Boston | $3.39 billion | 2 | adviserinfo.sec.gov |
| Northeast Investment Management Inc | Boston | $3.27 billion | Not listed | adviserinfo.sec.gov |
| Falcon Investment Advisors, LLC | Boston | $3.27 billion | 8 | adviserinfo.sec.gov |
| Santander Securities | Boston | $3.14 billion | Not listed | adviserinfo.sec.gov |
| Winthrop Wealth | Boston | $3.10 billion | Not listed | adviserinfo.sec.gov |
| SVB Wealth | Boston | $3.10 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving banks and thrifts
- Advisers serving high net worth individuals
- Epg Incorporated on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.