AEGIS CAPITAL GROUP

Overview

Aegis Capital Group is a small, independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates on a mix of fee structures — percentage of AUM, hourly charges and fixed fees — and concentrates its client work on individual and family relationships rather than institutional mandates. Filings indicate the firm favors pooled public fund exposure (mutual funds) as its primary vehicle and supplements client portfolios with allocations to third‑party real estate managers for alternative exposure. The adviser runs a concentrated book of business: a handful of clients and accounts handled on a discretionary basis. Investment activity centers on broadly diversified public funds and externally managed real estate strategies rather than in‑house private investment platforms or direct operating businesses. Aegis does not identify as an active ESG investor and is not registered as a multi‑state adviser in its filing summary.

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Investments & Alternatives

Location & Offices