AEGIS INVESTMENT MANAGEMENT, LLC

Overview

Aegis Investment Management, LLC is a small, independent RIA operating as a limited liability company that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm combines advisory services with insurance brokerage, suggesting clients receive both investment management and insurance solutions as part of comprehensive planning. Investment activity is equity‑tilted: the manager shows a clear preference for exchange‑traded instruments and direct equity exposure rather than a heavy allocation to private or institutional-style strategies. Fee arrangements include a percentage of AUM and fixed fees, pointing to both ongoing managed accounts and project-based planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices