August Group

Overview

August Group is an independent registered investment adviser that acts as a capital allocator for high-net-worth individuals, families and institutions. The firm’s advisory mandate covers comprehensive financial planning and portfolio management for individuals, small businesses and institutional clients, and it also provides selection-of-other-advisers services. August Group operates with a fee model that is primarily percentage-of-AUM, combined with other fee arrangements. Investment behavior skews toward public equities and listed products, but the firm also allocates to private market and alternative strategies through third‑party managers. The firm is not an active ESG investor, and it lists an affiliation with an insurance company as part of its industry relationships. August Group has been SEC-registered since 2021 and reflects a mixed ownership structure involving a foreign entity and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices