AEGIS WEALTH MANAGEMENT, LLC

Overview

Aegis Wealth Management, LLC is an independent registered investment adviser that provides portfolio management for individuals, families and small-business clients. The firm has been SEC-registered since 2015 and operates under a fixed-fee model rather than percentage-of-assets or commission-based billing. Its client base is concentrated on individual and family relationships; it does not identify as a multi-state or ESG-focused adviser and does not act as a capital allocator or pension consultant. Investment activity emphasizes public equities, with a preference for exchange-traded instruments, and the firm uses third-party external managers for select alternative allocations. Custody relationships are held with a major custodian (see Assets & Accounts). The business is structured as a limited liability company owned by domestic entity/individual interests and classifies itself as an independent RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices