AEGIS WEALTH ADVISORS. LLC

Overview

Aegis Wealth AdvisorS. LLC is an independent registered investment adviser organized as a limited liability company that primarily serves individual and family clients. The firm operates as a capital allocator and offers fee-based advisory services billed as a percentage of assets under management. Its core advisory activities are financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. The firm also operates as an insurance broker, which it uses to integrate insurance solutions into financial plans. Aegis Wealth AdvisorS. LLC does not position itself as an ESG investor, and it is not structured as a multi‑state or pension consulting adviser. The business is owner‑run and geared toward providing personalized, asset‑managed relationships rather than institutional or large‑scale retirement plan management.

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Investments & Alternatives

Location & Offices