EW
EPG WEALTH MANAGEMENT LLC
SEC RegisteredATLANTA, GAhttps://eastpacesgroup.com404-809-3680
Assets Under Management
$500M–$1B
Employees
14
Office Locations
6 offices
Total Accounts
1194
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable Organizations
Services
retirement_planning
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 586 | $96M |
| High Net Worth Individuals | 570 | $435M |
| Charitable Organizations | 24 | $17M |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Stratford Capital Llc
MEMBER
Llc Curry & Co.
MEMBER
Llc Mcinnis Capital Group
MEMBER
Mark Alexander Reffett
MANAGING MEMBER
David Murray Mcinnis
MANAGING MEMBER
David Griswold Curry
MANAGING MEMBER
David Griswold Curry
CHIEF COMPLIANCE OFFICER
Office locations
6 offices in 2 states
GA
ATLANTAHQ
FL
AMELIA ISLAND
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
CRD number
#302075
SEC Number
801-116719
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $500,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| Advisor Managed: $0-$500,000 | 1.50% |
| Advisor Managed: $500,001-$2,500,000 | 1.25% |
| Advisor Managed: $2,500,001-$4,000,000 | 1.00% |
| Advisor Managed: $4,000,001+ | 0.75% |
| Third Party Manager: Up to $1,000,000 | 1.25% |
| Third Party Manager: $1,000,000+ | 1.00% |
| ERISA 3(38) Brinker: Up to $2,500,000 | 1.35% |
| ERISA 3(38) Brinker: $2,500,001-$5,000,000 | 1.15% |
| ERISA 3(38) Brinker: $5,000,001-$7,000,000 | 0.95% |
| ERISA 3(38) Brinker: Over $7,000,000 | 0.75% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
eastpacesgroup.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EPG WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.