# EPOCH CONSULTING GROUP

EPOCH CONSULTING GROUP of SANTA ROSA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 132757
- Type: SEC-registered investment adviser
- SEC file number: 801-63518
- Location: 2455 BENNETT VALLEY ROAD, SUITE B115, SANTA ROSA, CA, 95404
- Phone: 707-524-5800
- Latest filing: 2021-03-03
- Regulatory AUM: $790.0M
- Non-discretionary AUM: $790.0M
- Clients: 2
- Accounts: 71

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| TASKER RICK LANE | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/COMPLIANCE OFFICER | — |
| MULLIGAN KIRK WAITE | SECRETARY/TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132757/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132757/similar
- Related entities: https://search.stillhousedata.com/firm/132757/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132757

---

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.