August Group
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 Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
August Group is an independent, SEC-registered registered investment adviser that began filing in 2021. Ownership is a mix of a foreign entity and an individual, and the firm acts as a capital allocator, channeling client capital into both public and private strategies. Its client base spans high-net-worth individuals and families as well as institutional clients. The firm charges fees based on a percentage of assets under management and other fee arrangements. Advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. August Group reports an affiliation with an insurance company. It does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Non-Exchange Traded Equities36%
- Private Funds17%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4Patrick Guest
Chief Investment OfficerCRD 7320838
Brandon Hill
Co-ceoCRD 7320856
Sarah Shody
Vice President and Chief Compliance OfficerCRD 8020647
Contacts
1 of 1Daniel Morris
Portfolio ManagerCRD 8015885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto, null
Location
Toronto, null
Headquartered in Toronto, null.
- Address
- 705320 Bay St
- Office locations
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