Aegis Wealth AdvisorS. LLC

Overview

Aegis Wealth AdvisorS. LLC is an independent, privately owned registered investment adviser that serves individual and family clients. The firm charges fees as a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and the selection/oversight of third‑party advisers. It also operates as an insurance broker, which aligns with its use of insurance products in client solutions. The firm identifies itself as a capital allocator, meaning it places client capital with outside managers when appropriate. Aegis does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives