AEGIS WEALTH MANAGEMENT LLC

CRD

134429

SEC file #

801-64004

EIN

202235382

DBA names

Aegis Wealth

Economics

AUM

$744.1M

AUM band

$500M-$1B

AUM trajectory

'20 · $521.9M

'21 · $521.1M

'22 · $637.8M

'23 · $659.5M

'25 · $708.0M

'26 · $744.1M

'20'26

$521.9M → $744.1M▲ +43%

sec adv history

Client mix

Individuals High Net Worth	102
Individuals Other	21

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 6 advisors

'21 · 5 advisors

'22 · 5 advisors

'23 · 6 advisors

'25 · 6 advisors

'26 · 6 advisors

'20'26

6 advisors → 6 advisors▬ 0%

sec adv history

Primary office

BETHESDA MD

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

aegiswealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

KIM, EUN, HEE

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

KIM, EUN, HEE

MELOAN, PAUL, ADAIR

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

AEGISWEALTH.COM

Rdap Domain Creation Date

2005-01-28T15:08:07Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001628818

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-03-07

Edgar Last Filing Date

2026-04-23

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-23

Accession0001628818-26-000003

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

6903 ROCKLEDGE DRIVE, SUITE 530BETHESDA, MD 20817

Business

6903 ROCKLEDGE DRIVE, SUITE 530BETHESDA, MD 20817

Edgar EIN

202235382

Edgar Recent Filings

13F-HR2026-04-23 · 0001628818-26-000003

13F-HR2026-01-14 · 0001628818-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-01-28T15:08:07Z

Rdap Domain Last Changed

2025-12-29T07:46:16Z

Rdap Nameservers

Dns101.register.comDns102.register.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

4539304

Trust Company Affiliate