Aegis Wealth Management, LLC

Overview

Aegis Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2015 and focuses on fee-based portfolio management for individuals and small businesses. The firm serves individual and family clients under a fixed-fee model and does not position itself as a capital allocator or pension consultant. Its stated advisory activity centers on discretionary portfolio management, and filings indicate it is not an active ESG investor and does not operate as a multi-state adviser. The firm incorporates annuities into client solutions as a non-traditional complement to its public market exposures.

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Public Holdings

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Location & Offices