AEGIS WEALTH PARTNERS, LLC

Overview

Aegis Wealth Partners, LLC operates as an independent registered investment adviser focused on individual and family clients. The firm functions as a capital allocator, using outsourced third-party managers when appropriate and offering advice across financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, which suggests flexible engagement models for both ongoing wealth management and project-based planning work. Investment activity centers on publicly available pooled vehicles—primarily mutual funds/public funds—rather than concentrated individual-stock portfolios. The firm does not describe an active ESG investing stance and is not designated a multi-state adviser. It also provides educational seminars and workshops, and maintains an affiliation with an insurance company, indicating they can integrate insurance and annuity solutions into client plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices