Egp Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 298338
· North Little Rock, AR
· www.egpwm.com
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ADV data as of Apr 21, 2026
- Regulatory AUM
- $49.0M
- Discretionary
- $8.5M
- Clients
- 99
- Avg AUM / client
- $495K
- Accounts
- 176
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67 | $15.9M | 32.5% |
| High net worth individuals | 15 | $22.8M | 46.6% |
| Pension and profit sharing plans | 4 | $3.3M | 6.72% |
| Corporations and other businesses | 2 | $41.3K | 0.08% |
| Other | 11 | $6.9M | 14.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angela Yvette Frazier | Registered representative | Oct 2018 (8y) | ||
| Lindsey Leigh Baker | Registered representative | Oct 2018 (8y) | ||
| Colin Flinn Gorman | Registered representative | Personal Financial Specialist | Apr 2024 (2y) | |
| Joe Kersey | Registered representative | Jun 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $45.3M (92% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗