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.
SEC-registered adviser
Epg Wealth Management LLC
Latest filing Mar 5, 2026
First filing on the tape May 1, 2019 · 28 filings
SEC status approved since May 31, 2019
RAUM
$579M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
92%
$532M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$57.9M
derived; firm RAUM over IAPD count
Employees
14
10 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$579M as of Mar 5, 2026
Mar 26, 2020$256M then
HNW client RAUM$435M as of Mar 5, 2026
Mar 26, 2020$190M then
State-registered IARs (5.B.3)10 as of Mar 5, 2026
Mar 26, 20207 then
Employees (5.A)14 as of Mar 5, 2026
Mar 26, 202011 then
Private funds: no history
RAUM +17% over the last fiscal year+6.3% a year over threeIARs 9 to 10offices 4 to 6
Practice profile
derived from the filing of Mar 5, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $57.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 116derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $763,831derivedHNW RAUM over HNW clients
- Average account
- $484,997derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 1.4derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +11%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Wrap fee program
- $94.6MreportedItem 5.I
- 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
- is an insurance broker or agent (6.A.6)
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$435M75%
- Individuals$96.5M17%
- Corporations and businesses$20.4M3.5%
- Pension and profit-sharing plans$16.9M2.9%
- Charitable organizations$9.8M1.7%
- Individual clients
- 586reported
- HNW clients
- 570reported
- Pension plan clients
- 24reported
- Charitable clients
- 3reported
- Accounts
- 1,194reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=6.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Griswold CurryCertified Financial Planner | Atlanta, Ga | Jun 3, 2019 | 24 y | 5 |
| Mark Alexander Reffett | Atlanta, Ga | Jun 3, 2019 | 14 y | 1 |
| Richard Oren Artzi | Atlanta, Ga | Jun 11, 2019 | 28 y | 2 |
| Matthew W Canine | Atlanta, Ga | Jun 18, 2019 | 21 y | 3 |
| Thomas Eugene JamesCertified Financial Planner | Atlanta, Ga | Dec 21, 2021 | 21 y | 3 |
| David Stuart JonesCertified Financial Planner | Atlanta, Ga | Jan 6, 2023 | 24 y | 3 |
| Rodolfo Ernesto Rodriguez | Cumming, Ga | Jan 10, 2023 | 25 y | 5 |
| Kyle Andrew Willemse | Atlanta, Ga | Jul 13, 2023 | 11 y | 0 |
| Dylan James Maccallum | Atlanta, Ga | Aug 22, 2025 | 10 y | 0 |
| Danny Lee Moore | Amelia Island, Fl | Sep 8, 2025 | 29 y | 5 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount4 left over 36 months
Left, latest
- Mark Alan Thompson to Arkadios Wealth AdvisorsOct 9, 2024 · RIA to affiliated broker-dealer or bank
- Burwell Spurlock Geiger to Arkadios Wealth AdvisorsSep 3, 2024 · RIA to affiliated broker-dealer or bank
- David Murray Mcinnis to LPL Financial LLCSep 3, 2024 · RIA to affiliated broker-dealer or bank
- Morgan Geiger to Arkadios Wealth AdvisorsSep 3, 2024 · RIA to affiliated broker-dealer or bank
Joined, latest
- Danny Lee Moore from Acg Wealth Inc.Sep 8, 2025 · RIA to RIA
- Rodolfo Ernesto Rodriguez from Esi Financial AdvisorsJan 10, 2023 · Affiliated broker-dealer or bank to independent RIA
- David Stuart Jones from Esi Financial AdvisorsJan 6, 2023 · Affiliated broker-dealer or bank to independent RIA
- Thomas Eugene James from Acg Wealth Inc.Dec 21, 2021 · RIA to RIA
- Burwell Spurlock Geiger from Acg Wealth Inc.Mar 9, 2020 · RIA to RIA
- Mark Alan Thompson from Acg Wealth Inc.Jun 19, 2019 · Other
- Matthew W Canine from Acg Wealth Inc.Jun 18, 2019 · Other
- Richard Oren Artzi from Acg Wealth Inc.Jun 11, 2019 · Other
- David Murray Mcinnis from Acg Wealth Inc.Jun 3, 2019 · Other
- David Griswold Curry from Acg Wealth Inc.Jun 3, 2019 · Other
- Mark Alexander Reffett from Acg Wealth Inc.Jun 3, 2019 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Arkadios Wealth AdvisorsSep 3, 2024 · Atlanta, Ga
- 2 joined from Esi Financial AdvisorsDec 31, 2022 · Sandy Springs, Ga
- 3 joined from Acg Wealth Inc.Nov 30, 2021 · Atlanta, Ga
- 3 joined from Acg Wealth Inc.Nov 20, 2020 · Atlanta, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Griswold David Curry · Chief Compliance Officercontrolsince 04/2019 · owns less than 5%
- Griswold David Curry · Managing Membercontrolsince 07/2014 · owns 75% or more of Curry & Co., LLC
- Alexander Mark Reffett · Managing Membercontrolsince 08/2017 · owns 75% or more of Stratford Capital LLC
Entity owners
- Curry & Co., LLC · Memberdirect · owns 50% to 75%
- Stratford Capital LLC · Memberdirect · owns 50% to 75%
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 |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 10 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Amelia Island, FL1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- office count surgeChange between filings · filing Mar 5, 2026offices other than the principal office (Item 1.F.5) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-04-03 and 2026-03-05; the peer median change was 0.0% (233 comparable advisers, 93.0th percentile of changes)peers: independent wealth managers, $500M to $1B (233) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 1,114 to 1,194Dec 18, 2025 to Mar 5, 2026
- Advisory employees · 9 to 10Dec 18, 2025 to Mar 5, 2026
- Charity clients · 5 to 3Dec 18, 2025 to Mar 5, 2026
- Corporate clients · 7 to 11Dec 18, 2025 to Mar 5, 2026
- HNW clients · 491 to 570Dec 18, 2025 to Mar 5, 2026
- Individual clients · 579 to 586Dec 18, 2025 to Mar 5, 2026
- Pension plan clients · 32 to 24Dec 18, 2025 to Mar 5, 2026
- Employees · 13 to 14Dec 18, 2025 to Mar 5, 2026
- State-registered IARs · 9 to 10Dec 18, 2025 to Mar 5, 2026
- Other offices · 4 to 6Dec 18, 2025 to Mar 5, 2026
- Discretionary RAUM · $495M to $579MDec 18, 2025 to Mar 5, 2026
- HNW RAUM · $356M to $435MDec 18, 2025 to Mar 5, 2026
- Individual RAUM · $98.5M to $96.5MDec 18, 2025 to Mar 5, 2026
- Pension RAUM · $15.2M to $16.9MDec 18, 2025 to Mar 5, 2026
- RAUM · $495M to $579MDec 18, 2025 to Mar 5, 2026
- Wrap assets (manager) · $83.0M to $0Dec 18, 2025 to Mar 5, 2026
- Accounts · 1,458 to 1,114Dec 6, 2024 to Apr 3, 2025
- Advisory employees · 12 to 9Dec 6, 2024 to Apr 3, 2025
- BD registered reps · 9 to 6Dec 6, 2024 to Apr 3, 2025
- Charity clients · 8 to 5Dec 6, 2024 to Apr 3, 2025
- Corporate clients · 10 to 7Dec 6, 2024 to Apr 3, 2025
- HNW clients · 677 to 491Dec 6, 2024 to Apr 3, 2025
- Individual clients · 721 to 579Dec 6, 2024 to Apr 3, 2025
- Pension plan clients · 42 to 32Dec 6, 2024 to Apr 3, 2025
- Employees · 17 to 13Dec 6, 2024 to Apr 3, 2025
- Financial planning clients · 51-100 to 51-100Dec 6, 2024 to Apr 3, 2025
- Other offices · 5 to 4Dec 6, 2024 to Apr 3, 2025
- Discretionary RAUM · $643M to $495MDec 6, 2024 to Apr 3, 2025
- HNW RAUM · $467M to $356MDec 6, 2024 to Apr 3, 2025
- Individual RAUM · $119M to $98.5MDec 6, 2024 to Apr 3, 2025
- Pension RAUM · $28.1M to $15.2MDec 6, 2024 to Apr 3, 2025
- RAUM · $643M to $495MDec 6, 2024 to Apr 3, 2025
- Wrap assets (manager) · $0 to $83.0MDec 6, 2024 to Apr 3, 2025
- Accounts · 1,118 to 1,458Jan 2, 2024 to Mar 27, 2024
- BD registered reps · 8 to 9Jan 2, 2024 to Mar 27, 2024
- Corporate clients · unset to 10.0Jan 2, 2024 to Mar 27, 2024
- HNW clients · 467 to 677Jan 2, 2024 to Mar 27, 2024
- Individual clients · 636 to 721Jan 2, 2024 to Mar 27, 2024
- Pension plan clients · 7 to 42Jan 2, 2024 to Mar 27, 2024
- Employees · 12 to 17Jan 2, 2024 to Mar 27, 2024
Signals
11 dated events
- Mark Alan Thompson left Epg Wealth Management Llc for Arkadios Wealth Advisors (registered 2024-10-09)Oct 9, 2024 · Advisor changed firm · fact
- Morgan Geiger left Epg Wealth Management Llc for Arkadios Wealth Advisors (registered 2024-09-03)Sep 3, 2024 · Advisor changed firm · fact
- David Murray Mcinnis left Epg Wealth Management Llc for Lpl Financial Llc (registered 2024-09-05)Sep 3, 2024 · Advisor changed firm · fact
- Burwell Spurlock Geiger left Epg Wealth Management Llc for Arkadios Wealth Advisors (registered 2024-09-03)Sep 3, 2024 · Advisor changed firm · fact
- 2 advisors left Epg Wealth Management LLC (Acworth, GA) for Arkadios Wealth Advisors on the same daySep 3, 2024 · Team lift-out · derived
- Murray David Mcinnis (Managing Member) no longer on Schedule A of Epg Wealth Management Llc (listed 2024-03-27, absent 2024-04-30)Apr 30, 2024 · Control person left · inference
- Epg Wealth Management Llc reported RAUM $642.6M, up 33% from $482.2M (2024-01-02 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- 2 advisors left Esi Financial Advisors (Sandy Springs, GA) for Epg Wealth Management LLC on the same dayDec 31, 2022 · Team lift-out · derived
- Epg Wealth Management Llc reported RAUM $467.1M, up 28% from $364.4M (2021-11-17 to 2022-03-14)Mar 14, 2022 · RAUM change · derived
- Epg Wealth Management Llc reported RAUM $364.4M, up 42% from $256.1M (2021-01-19 to 2021-03-22)Mar 22, 2021 · RAUM change · derived
- Epg Wealth Management Llc filed its initial SEC registration (Form ADV)May 1, 2019 · First SEC registration · 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
- Business email
- info@eastpacesgroup.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 404-809-3680reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/kinship-wealth-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/east-paces-groupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- eastpacesgroup.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 404-809-3680reportedpublic record, Form ADV, Mar 5, 2026
- Contact form
- eastpacesgroup.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- eastpacesgroup.com/teamreportedpublished by the firm, firm site, Sep 15, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $57.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026