DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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Former SEC-registered adviser
E•• F•••••••• G••••
Legal name E•• F•••••••• G•••• L••
Latest filing Aug 27, 2026
First filing on the tape Aug 27, 2026 · 1 filings
RAUM
$9.2M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$9.2M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Aug 27, 2026; every figure names its basis
- RAUM per advisor
- $2.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 20derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $67,358derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$9.2M100%
- Individual clients
- 79reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 137reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R•••••• J••• C••••••• | Troy, Mi | Jan 28, 2015 | 25 y | 1 |
| R••• M•••••• R•••• | Troy, Mi | Aug 15, 2023 | 14 y | 3 |
| J••••• D••• H••••••• | Troy, Mi | Aug 15, 2023 | 10 y | 0 |
| S•••• T••••• K••••• | Troy, Mi | Jan 6, 2025 | 13 y | 1 |
Advisor movement
Left, latest
- B••••• N• O•••••••• to A•••• A••••••••• S••••••••• L••May 2, 2025 · Other
- D•••• M•••• G••••• to S•••• F••• I••••••••• M••••••••• C••••Aug 10, 2020 · Other
- R•••••• A••••• K•••• to I•••••••• F•••••••• A•••••••• L••Jul 18, 2018 · Other
- A•••••• D••• B•••••••• to P••••••••• S••••••••• C•••••••••Feb 28, 2018 · Other
- R••••• T••••• M•••••• to G••••• F•••••••• P•••••• C••••••• I•••Sep 29, 2017 · Other
- R••••• R•••••• S••••••• to P•••••• G•••••••• A••••••• G••••• L••Apr 26, 2016 · Other
- R••••• T••••• M•••••• to G••••••• W••••• M•••••••••Mar 15, 2016 · Other
Joined, latest
- S•••• T••••• K••••• from H•••• F•••••••• S•••••••• I•••Jan 6, 2025 · RIA to a state-registered adviser
- B••••• N• O•••••••• from E••••• J••••Nov 27, 2024 · Affiliated broker-dealer or bank to a state-registered adviser
- R••• M•••••• R•••• from P•••• S••••••••• L••Aug 15, 2023 · Affiliated broker-dealer or bank to a state-registered adviser
- R••••• T••••• M•••••• from B••••••••• W••••• A•••••••• L••Sep 22, 2017 · Other
- R•••••• A••••• K•••• from M•••••• F•••••••• S•••••••• L••Jan 11, 2017 · RIA to a state-registered adviser
- A•••••• D••• B•••••••• from E•• A••••••• L••Jan 28, 2015 · Other
- R••••• R•••••• S••••••• from E•• A••••••• L••Jan 28, 2015 · Other
- R•••••• J••• C••••••• from E•• A••••••• L••Jan 28, 2015 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from E•• A••••••• L••Jan 20, 2015 · Southfield, Mi · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Troy, Mi · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
1 dated events
- B••••• N• O•••••••• left E•• F•••••••• G•••• for A•••• A••••••••• S••••••••• L•• (registered 2025-07-22)May 2, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/epi-financial-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 248-281-1500reportedpublic record, Form ADV, Aug 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026