# E.P.G., INCORPORATED

E.P.G., INCORPORATED of FRAMINGHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 106821
- Type: SEC-registered investment adviser
- SEC file number: 801-51518
- Location: 205 NEWBURY STREET, SUITE 403, FRAMINGHAM, MA, 01701
- Phone: 781-235-2666
- Latest filing: 2026-03-26
- Regulatory AUM: $3.2B
- Non-discretionary AUM: $3.2B
- Clients: 11
- Accounts: 72

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Corporations

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Lawrence | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | Memphis, TN |
| Thomas M Lawrence | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | Hanover, PA |
| Thomas R Lawrence | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT, DIRECTOR | Opelika, AL |
| Stella Wing Chung Pang | SHAREHOLDER | — |
| Allan Robert Dwyer | SHAREHOLDER | — |
| David Lawrence Thomas | PRESIDENT, DIRECTOR | — |
| Daniel Bruce Dube | CHIEF COMPLIANCE OFFICER | — |
| Mary-Laura Greely | DIRECTOR | — |
| Jonathan Alan Rankin | DIRECTOR | — |
| MACLEAN MALCOLM FRASER | DIRECTOR | — |
| KAISER SCOTT WILLIAM | DIRECTOR | — |
| PANG STELLA WING CHUNG | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, DIRECTOR; NOT EMPLOYED BY EPG A/O 1/21/22 (+2 more) | — |
| DWYER ALLAN R | EXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| FIELD FRIMETTE TOBY | EXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| TEITLEBAUM LAWRENCE | EXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| RANKIN JONATHAN ALAN | DIRECTOR | — |
| DUBE DANIEL BRUCE | CHIEF COMPLIANCE OFFICER | — |
| PANG STELLA | SENIOR VICE PRESIDENT; TREASURER | — |
| MCLAUGHLIN WENDY ANN | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | — |
| SANTOS CHRISTIANE | CHIEF COMPLIANCE OFFICER | — |
| Greely Mary-Laura | DIRECTOR | — |
| Feldman Amy Rosen | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, DIRECTOR | — |
| TEITELBAUM LAWRENCE | EXECUTIVE VICE PRESIDENT | — |
| DWYER ALLAN ROBERT | EXECUTIVE VICE PRESIDENT; NOT EMPLOYED BY EPG EFF 1/28/22; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106821/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106821/similar
- Related entities: https://search.stillhousedata.com/firm/106821/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106821

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.