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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-28-2005
- Office Locations
- 1
Office Locations
About Aegis Wealth
Aegis Wealth is a Bethesda, MD registered investment adviser providing fiduciary, holistic advice anchored in personalized financial planning: analyze full financial assets and interests, build goal-aligned plans, and monitor progress over time. The firm works with individuals and business owners/entrepreneurs on planning, tax/estate and risk management, with portfolios emphasizing asset allocation across ETFs, mutual funds and fixed income. Custody includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 5.1%, from $708.0M to $744.1M.
Across 5 reported observations, AUM increased 12.8% between December 7, 2022 and March 31, 2026, from $659.5M to $744.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 123 clients, or 20.5 clients per representative. That equates to $6.0M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
EUN HEE KIM
Partner
- CRD
- #4539304
- Ownership
- 25% but less than 50%
PAUL ADAIR MELOAN
Chief Compliance Officer, Partner
- CRD
- #4486981
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Andrea Turner McClelland
Wealth Advisor
- CRD
- #7545055
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $744,112,341 | $1,442,078 |
| Non-Discretionary | $0 | -- |
| Total | $744,112,341 | $1,442,078 |
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Separately Managed Accounts
SMA allocation detail is available
Aegis Wealth has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Aegis Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.