9AT: EPG INCORPORATED

Adviser Profile

As of Date	03/26/2026
Registration	SEC, Approved, 03/01/1996
ADV Location	FRAMINGHAM, MA, United States
Contact Info	781 xxxxxxx
Websites

AUM^*	3,203,784,558 -12%
of that, discretionary	0
Number of Employees	11 -15%
of those in investment advisory functions	4 -20%
Private Fund GAV^*	0
Avg Account Size	44,497,008 -4%
% High Net Worth	29.17% 8%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Banking or thrift institutions
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BILL OPP FIXED INCOME ADVISORY SERVICE, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM309.8m	#Funds-
Adviser FIDUCIARY CAPITAL ADVISORS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM111.5m	#Funds-
Adviser BPS CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.1b	#Funds-
Adviser GARNETT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM265.7m	#Funds-
Adviser CAPVISOR ASSOCIATES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM633.1m	#Funds-
Adviser MEOW ADVISORY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.4b	#Funds-
Adviser HUNTER MICHAEL INVESTMENT ADVISORS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM81.2m	#Funds-
Adviser RVK, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM827.9m	#Funds-
Adviser RCM ROBINSON CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM61.8m	#Funds-
Adviser LUCID ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-

Brochure Summary

Overview

EPG, Incorporated (EPG) is a strategic investment and interest-rate risk business advisory firm located in Framingham, MA. For over twenty-five years, EPG has been a partner to community-based financial institutions, working with clients ranging in asset size from $100 million to several billion; integrating investment management, balance sheet analytics, regulatory compliance, and strategic counsel. EPG is an SEC Registered Investment Advisor, providing Investment Advisory, Asset/Liability Management and Strategic Consulting services to community-based financial institutions. The majority of these the institutions have been New England based. In addition, EPG provides investment advisory/financial consulting services to individuals (including trusts and charitable foundations) and select high net-worth individuals across the country.
David Thomas, president & principal owner, joined EPG in 1988. In 1994, Mr. Thomas became the Managing Director of EPG and in 1996, President. Community-based Financial Institutions Investment Advisory Services: EPG Incorporated offers comprehensive asset management services involving giving advice with respect to equities (including exchange-traded funds (ETF) & mutual funds), fixed income securities, and options on a non-discretionary

basis. Individual Investment Advisory Services: EPG also provides investment advisory services to individuals (this includes trusts and charitable foundations) and high net worth individuals on a limited basis with respect to equities (including ETFs, mutual/money funds) and fixed income securities. An individual client may terminate its investment advisory contract, effective at the end of the month, by giving written notice to EPG at least fifteen (15) days prior to the end of such month. Fees prepaid for a calendar quarter, during which a contract is terminated, will be refunded to an individual client on a pro-rated basis. Asset Liability Management Advisory Service (ALM): EPG offers asset/liability modeling and consulting services including ALM Validation to banks, thrift institutions and credit unions. Long Range Strategic Planning: EPG offers long range planning services to banks, thrift institutions and credit unions. Quarterly Meetings: EPG offers quarterly meetings with a client’s board of investment. ______________________________________________________________________________________ The amount of client assets managed (assets under management) as of December 31, 2023: U.S. Dollar Amount Discretionary: 0 Non-Discretionary: 3,629,497,268

EPG INCORPORATED

EPG INCORPORATED

E.P.G., INCORPORATED

EPG INC

EASTERN PORTFOLIO ADVISORS

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

Need help?

Send a question to 9AT support.

EPG INCORPORATED EPG INCORPORATED E.P.G., INCORPORATED EPG INC EASTERN PORTFOLIO ADVISORS

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

EPG INCORPORATED

EPG INCORPORATED

E.P.G., INCORPORATED

EPG INC

EASTERN PORTFOLIO ADVISORS