# Aegis Wealth

> Aegis Wealth is an SEC-registered investment advisory firm in Bethesda, MD, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 134429
- Filed as: AEGIS WEALTH
- Legal name: Aegis Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134429
- AdvisorCensus page: https://advisorcensus.com/firm/aegis-wealth-bethesda-md-134429

## Quick answers

**How is Aegis Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Aegis Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Aegis Wealth charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $3,000,000: 1% a year; $3,000,000 to $10,000,000: 0.6% a year; $10,000,000 to $25,000,000: 0.4% a year; Above $25,000,000: 0.3% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aegis Wealth located?**
Aegis Wealth's principal office is in Bethesda, MD, according to its Form ADV.

**Is Aegis Wealth registered with the SEC or a state?**
Aegis Wealth is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134429.

**How much does Aegis Wealth manage?**
Aegis Wealth reports $744,112,341 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Aegis Wealth's assets and staff changed since 2021?**
In the Form ADV data for Aegis Wealth: Regulatory assets under management: $637,754,732 in the October 2021 data and $744,112,341 in the October 2026 data, up 17%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aegis Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (102); individuals (other than high net worth individuals) (21).

**Which custodians does Aegis Wealth use?**
Aegis Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Aegis Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134429

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Up to $3,000,000: 1% a year
- $3,000,000 to $10,000,000: 0.6% a year
- $10,000,000 to $25,000,000: 0.4% a year
- Above $25,000,000: 0.3% a year

> Total Assets Under Management Annual Fees $0 - $3,000,000 1.00% $3,000,000 - $10,000,000 0.60% $10,000,000 - $25,000,000 0.40% $25,000,000 - ALL 0.30%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $744,112,341
- Discretionary: $744,112,341
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $11,203,564 |
| High net worth individuals | 102 | $732,302,260 |
| Charitable organizations | Fewer than 5 | $606,517 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, MA, MD, NE, NH, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aegiswealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $637,754,732 | 7 | March 24, 2021 |
| October 2022 | $659,479,575 | 8 | April 29, 2022 |
| October 2023 | $602,551,881 | 6 | March 31, 2023 |
| October 2024 | $698,775,893 | 6 | March 29, 2024 |
| October 2025 | $707,989,699 | 6 | March 31, 2025 |
| October 2026 | $744,112,341 | 6 | March 31, 2026 |

Regulatory assets under management: $637,754,732 in the October 2021 data and $744,112,341 in the October 2026 data, up 17%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aegis Wealth (CRD 134429): Form ADV filing data as of October 2026.