AdvisorCensus / Financial advisors / Massachusetts / Boston / EPG Incorporated
EPG Incorporated is an SEC-registered investment advisory firm in Framingham, MA, registered since 1996, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is EPG Incorporated compensated?
On its Form ADV (Item 5.E, October 2026), EPG Incorporated reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is EPG Incorporated located?
EPG Incorporated's principal office is in Framingham, MA, according to its Form ADV.
Is EPG Incorporated registered with the SEC or a state?
EPG Incorporated is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 106821.
How much does EPG Incorporated manage?
EPG Incorporated reports $3,203,784,558 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).
How have EPG Incorporated's assets and staff changed since 2021?
In the Form ADV data for EPG Incorporated: Regulatory assets under management: $2,937,674,287 in the October 2021 data and $3,203,784,558 in the October 2026 data, up 9%. Total employees: 13 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does EPG Incorporated serve?
By number of clients on Form ADV Item 5.D: banking or thrift institutions (48); high net worth individuals (21); charitable organizations (3).
Which custodians does EPG Incorporated use?
EPG Incorporated's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Federal Home Loan Bank of Boston as a custodian holding 10% or more of its separately managed account assets.
Does EPG Incorporated report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106821
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$3,203,784,558 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1996 (30 years)
- Employees
- Total: 11. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $3,203,784,558 | 11 | March 26, 2026 |
| October 2025 | $3,477,266,118 | 11 | March 26, 2025 |
| October 2024 | $3,629,497,268 | 13 | March 26, 2024 |
| October 2023 | $3,771,351,529 | 13 | March 28, 2023 |
| October 2022 | $4,478,922,339 | 13 | April 29, 2022 |
| October 2021 | $2,937,674,287 | 13 | March 29, 2021 |
Regulatory assets under management: $2,937,674,287 in the October 2021 data and $3,203,784,558 in the October 2026 data, up 9%.
Total employees: 13 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. EPG Incorporated (CRD 106821): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/epg-incorporated-framingham-ma-106821