August Group

RIASEC Registered

Total AUM

$740M

Discretionary

$679M

92% of AUM

Avg account

$1.8M

Accounts

407

Employees

Advisory reps

Firm details

Headquarters: Toronto,
CRD number: 311499
Registered since: January 13, 2021
Website: www.augustgroup.com
Custodians: RBC CAPITAL MARKETS, LLC, NATIONAL BANK, RBC DS
Fee structure: Percentage of AUM, Other
Client types: Corporations / Businesses71.33%
HNWI26.08%
Charitable Organizations2.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

August Group is an independent registered investment adviser that came onto the SEC register in 2021. Ownership is split between an individual and a foreign entity. The firm serves both high-net-worth individuals and institutional clients, acting as a capital allocator and providing a mix of financial planning and portfolio management services across individual, pooled-vehicle, and institutional mandates. Their service set explicitly includes selecting and overseeing third‑party managers, which aligns with their use of external alternative managers. Fees are primarily charged as a percentage of assets under management, with other fee arrangements possible. August Group identifies itself as not actively integrating ESG as an investment priority and is not characterized as a multi‑state adviser. The firm also lists an industry affiliation with an insurance company.