Samuel Gregory Epps

Employer firm

Conrad Siegel Investment Advisors CRD 123560

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 401(K) PARTICIPANT CONSULTING AND EDUCATIONAL SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 05/2019
  Elizabethtown College
  Elizabethtown, PA
• 05/2019 → 12/2021
  Andculture
  Harrisburg, PA
• 12/2021 → 01/2024
  Jpl Wealth Management
  Harrisburg, PA
• 02/2024 → 07/2025
  Metrical
  Elizabethtown, PA
• 07/2025 → Present
  Conrad Siegel Ivestment Advisors
  Harrisburg, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-20

Other Names

• Samuel Epps