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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2025
- Office Locations
- 1
Office Locations
About Aegis Capital Group
Aegis Capital Group, LLC is an independent, fee-based registered investment advisor in Atlanta providing fiduciary financial planning and portfolio construction for individuals and families, including retirees and business owners. The firm emphasizes objective, commission-free guidance, asset allocation and risk management using mutual funds, ETFs and fixed income, offers a client portal via MyAdvisorLink, and supports custody at Charles Schwab.
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Custodian
Investment Themes
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Owner & Executives
Braeden James Davidson
Chief Compliance Officer, Managing Partner
- CRD
- #7534359
- Ownership
- 75% or more
David Davidson
--
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,974,816 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,974,816 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,974,816
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $395,275,517 | 8.4% |
| Equity - Exchange | $1,726,977,556 | 36.7% |
| Cash | $1,646,981,320 | 35.0% |
| Municipal Bonds | $536,445,344 | 11.4% |
| U.S. Government/Agency | $399,981,178 | 8.5% |
| Total | $4,705,660,915 | 100.0% |