Aegis Wealth Management, Inc.

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $10,000 (the brochure says it may be waived or negotiated)

As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$216,466,362 as of October 2026, filing dated August 11, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• 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)

Also doing business as

ALLEGIANT FINANCIAL SALES GROUP LLC, AMERICAN LIBERTY FINANCIAL NETWORK, CROWN HAVEN WEALTH MANAGEMENT LLC, HARFORD WEALTH GROUP INC., OAKWAY FINANCIAL LLC, SIMPLIFY ENTERPRISES LLC, STEWART WEALTH ADVISORS, TRUMAN AND ASSOCIATES INC., WILKINSON FINANCIAL, ZARA FINANCIAL GROUP

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2019 (7 years)

Employees

Total: 27. Performing investment advisory functions: 27.

Wrap fee program participation

No.

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.

Other offices (Schedule D, Section 1.F)

19 other offices, as of the September 2026 filing

Beamont, TXBel Air, MDBoca Raton, FLBoynton Beach, FLCarmel, INDallas, TXDenver, COGolden, COGrandville, MIHolladay, UTKaysville, UTLaconia, NHLakewood, CONaples, FLOzark, MOPalm City, FLPalm Harbor, FLSpringfield, MOTroy, OH

States registered or notice-filed

26 states or jurisdictions

ARAZCACOCTFLHIIAIDINKSMAMDMIMONHNJNYOHOKORSCTXUTVAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $55,315,605 in the October 2021 data and $216,466,362 in the October 2026 data, up 291%.

Total employees: 27 in October 2021 and 27 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. September 2026
   • No longer lists the business name Pier Financial Group.
   • Added an office in Boca Raton, FL.
   • No longer lists an office in Hermosa Beach, CA.
   • No longer lists an office in Tampa, FL.
2. August 2026
   • Added an office in Holladay, UT.
   • Added an office in Palm City, FL.
3. July 2026
   • Added an office in Tampa, FL.
4. April 2026
   • Employees performing advisory functions went from 31 to 27.
   • Regulatory assets under management went from $175,971,164 to $216,466,362 (+23%).
   • Added an office in Boynton Beach, FL.
   • Registered or notice-filed in NJ.
5. March 2026
   • Added the business name Harford Wealth Group Inc..
   • Added the business name Zara Financial Group.
   • Added an office in Bel Air, MD.
   • Added an office in Palm Harbor, FL.
   • No longer lists an office in Caldwell, ID.
   • No longer lists an office in Lakewood Ranch, FL.
   • No longer lists an office in Overland Park, KS.
   • Registered or notice-filed in MD.
6. December 2025
   • Registered or notice-filed in OR.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.