The August Wealth Management Group

RIAState Registered
Total AUM
$24.2M
Discretionary
$6.4M
26% of AUM
Avg account
$150K
Accounts
161
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
314683
Custodians
RELIANCE TRUST COMPANY, CHARLES SCHWAB & CO., INC., MID ATLANTIC CAPITAL CORPORATION
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans73.56%
  • HNWI24.11%
  • Corporations / Businesses1.27%
  • Individuals1.05%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The August Wealth Management Group is an independent, Florida-registered limited liability company that advises both individual/family and institutional clients. Ownership is held by an individual principal and the firm offers a mix of financial planning and portfolio management services across retail and small-business/institutional relationships. Advisory offerings explicitly include financial planning, portfolio management for individuals and for businesses or institutions, pension consulting support, and educational seminars or workshops. Its fee model combines asset-based fees with hourly and fixed-fee arrangements, enabling flexibility for different client engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 6%, Cash & Cash Equivalents 2%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Kaesean August

    Kaesean August

    Chief Executive OfficerCRD 6377398

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
30 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth