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David Curry

Epg Wealth Management LLC
23 Years of Experience
Atlanta, GA
1 DisclosureBroker
View SEC Summary
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David Curry is a CFP-designated registered investment advisor at Epg Wealth Management LLC, based in Atlanta, GA, with 23 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,194 clients with $580M in assets under management.

Epg Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,194 clients
Average Client Portfolio
$485K average
Assets Under Management
$579.1M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.5M1.25%
$2.5M - $4.0M1.00%
$4M+0.75%

Fees may be negotiable in some instances. Accounts custodied at National Financial Services are subject to a minimum monthly fee of $10.42.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305

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History

Regulatory History (1)
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Customer Dispute
April 2025
Pending
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David is involved in three outside business activities. He manages Curry & Co., LLP and RCM Capital LLC, spending minimal time on the former and a few hours per week on the latter. David is also a principal at East Paces Group, an advisory firm, dedicating about half of his time to this role.

Employment History
Current Registrations
Epg Wealth Management LLC
June 2019 - Present · 7 yrs 4 mos
Arkadios CapitalBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Acg Wealth INC.
June 2014 - November 2020 · 6 yrs 5 mos
Triad Advisors, INC.Broker
June 2014 - March 2017 · 2 yrs 9 mos
Gv Financial Advisors, INC.
July 2010 - June 2014 · 3 yrs 11 mos
Gv Financial Advisors, INC.
July 2010 - December 2011 · 1 yr 5 mos
Securian Financial Services, INC.
July 2010 - June 2014 · 3 yrs 11 mos
Securian Financial Services, INC.Broker
June 2010 - June 2014 · 4 yrs
Suntrust Investment Services, INC.
October 2005 - May 2010 · 4 yrs 7 mos
Suntrust Investment Services, INC.Broker
March 2002 - May 2010 · 8 yrs 2 mos
State Registrations9 states
ALFLGALAMANCNENYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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