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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Harbor deltaRadial delta +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Optima crest
Insight peak delta
- CRD
- #27934
- Ownership
- 2.3%
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
Total SMA Asset: $744,112,341
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $575,429,688 | 11.4% |
| Equity - Exchange | $1,287,145,354 | 25.5% |
| U.S. Government/Agency | $1,256,859,581 | 24.9% |
| Cash | $1,272,002,468 | 25.2% |
| Corporate - Investment Grade | $656,191,750 | 13.0% |
| Total | $5,047,628,841 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT INSIGHT VERTEX | EAGLE GLACIER | K7KHYZW0E | TWX | 1.88% | $25,581,467 |
| MOMENTUM QUANTUM | MATRIX BRIDGE | J64JSQWIS | OTRP | 10.16% | $14,946,405 |
| OAK OPTIMA | FUSION CAPITAL | 9F72XLP6O | PEJVQ | 6.43% | $30,439,322 |
| MERIDIAN LEGACY DELTA | TIMBER SUMMIT | LUV7XYQ34 | IUXFI | 4.83% | $12,243,299 |
| SIGNAL PRIME | TIMBER ALPHA | CRYWEXC2O | ZUUQC | 1.21% | $50,507,036 |
| OPTIMA FOUNDATION | SUMMIT TIMBER | B19X1O286 | GWWXO | 10.12% | $107,470,844 |
| TIMBER MATRIX VALUE | INSIGHT CAPITAL | 3HNGR9A27 | HYWN | 9.76% | $23,331,376 |
| VECTOR EMBER | VERTEX TIMBER | GRD6PCWPE | UOAGB | 8.34% | $49,335,300 |