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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,194 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2025Other 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
Arkadios CapitalBroker
Previous Registrations
Acg Wealth INC.
Triad Advisors, INC.Broker
Gv Financial Advisors, INC.
Gv Financial Advisors, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations9 states
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.