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Samuel Gregory Epps

Investment adviser representative at Conrad Siegel Investment Advisors
11 yearsExperience
1 stateRegistered in
$12.1BFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Conrad Siegel Investment AdvisorsDec 2025 to now
  2. Conrad Siegel Ivestment AdvisorsJul 2025 to now
  3. MetricalFeb 2024 to Jul 2025
  4. Jpl Wealth ManagementDec 2021 to Jan 2024
  5. AndcultureMay 2019 to Dec 2021
  6. Elizabethtown CollegeAug 2015 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (PA).

Conrad Siegel Investment Advisors

Legal name: Conrad Siegel Investment Advisors, Inc.

$12.1BAssets managed
570Clients
24Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8198501
Firm CRD
123560
Advisor's SEC record (opens in a new tab)
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