AEGIS WEALTH

RIASEC RegisteredEst. 2005

Total AUM

$744M

Discretionary

$744M

100% of AUM

Avg account

$1.4M

Accounts

516

Employees

Advisory reps

Firm details

Headquarters: BETHESDA, Maryland
CRD number: 134429
Registered since: February 28, 2005
Website: aegiswealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI98.41%
Individuals1.51%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aegis Wealth is an independent registered investment adviser that manages discretionary portfolios for individuals, families and small institutions. The firm operates as a capital allocator and emphasizes outsourced manager selection alongside in-house portfolio construction and financial planning. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and selecting other advisers when specialized capabilities are required. Aegis Wealth is not positioned as an ESG-focused manager. The firm has been recognized by industry press, having been named a Top RIA Firm by FA Magazine in 2020. Aegis uses a fee model that blends percentage-of-AUM billing with fixed fees, which supports both ongoing portfolio oversight and project-based planning engagements. The firm also maintains professional relationships with accountants and law firms to coordinate tax, estate and legal matters for clients.