EPG WEALTH MANAGEMENT LLC

CRD #302075 SEC #801-116719 ATLANTA, GA 404-809-3680

SEC Registered

Total AUM

$495.5M

Discretionary

$495.5M

Employees

Clients

Accounts

1,114

Firm Details

Organization Type: Limited Liability Company
State of Formation: Georgia
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 18, 2025
Branch Offices: 4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Curry, David, Griswold	I	CHIEF COMPLIANCE OFFICER	NA	Control
Reffett, Mark, Alexander	I	PRINCIPAL	NA	Control
Reffett, Mark, Alexander	I	PRINCIPAL	NA	Control
Reffett, Mark, Alexander	I	PRINCIPAL	NA	Control
CURRY & CO., LLC	DE	MEMBER	D	Control
CURRY & CO., LLC	DE	MEMBER	D	Control
CURRY & CO., LLC	DE	MEMBER	D	Control
CURRY & CO., LLC	DE	MEMBER	D	Control
CURRY & CO., LLC	DE	MEMBER	D	Control
CURRY & CO., LLC	DE	MEMBER	D	Control
STRATFORD CAPITAL LLC	DE	MEMBER	D	Control
STRATFORD CAPITAL LLC	DE	MEMBER	D	Control
STRATFORD CAPITAL LLC	DE	MEMBER	D	Control
STRATFORD CAPITAL LLC	DE	MEMBER	D	Control
STRATFORD CAPITAL LLC	DE	MEMBER	D	Control
STRATFORD CAPITAL LLC	DE	MEMBER	D	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
CURRY & CO., LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
MCINNIS CAPITAL GROUP, LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control
STRATFORD CAPITAL LLC	DE	MEMBER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
Curry, David, Griswold	I	CURRY & CO., LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
MCINNIS, DAVID, MURRAY	I	MCINNIS CAPITAL GROUP, LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control
Reffett, Mark, Alexander	I	STRATFORD CAPITAL LLC	E	Control

Registrations

Federal

Dec 18, 2025 REGISTERED

Notice Filings (16)

AL CA CO FL GA LA MN NC NE NJ NY OR SC TN TX VA

Address

309 EAST PACES FERRY RD NE
STE 900
ATLANTA, GA 30305
United States

Phone: 404-809-3680