CRD: 301990
Aegis Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company · JP Morgan · State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2017
- Office Locations
- 26
Office Locations
About Aegis Wealth Management, Inc.
Aegis Wealth Management is an SEC-registered RIA providing financial planning and discretionary asset management for retail clients. The firm builds diversified portfolios using mutual funds and ETFs, and may incorporate insurance/annuity solutions and digital-asset themes. It operates a multi-office footprint (23 locations) and custodies with firms including Schwab and State Street.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DARIN WAYNE EDWARD LUCAS
Managing Partner, President
- CRD
- --
- Ownership
- 25% but less than 50%
CARL STEPHEN MUEHLEMEYER
Chief Operating Officer, PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
Crest ridge
North pathway
- CRD
- #71522
- Ownership
- 21.3%
Showing 2 of 3 owners & executives
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MICHAEL JOHN BLANCHARD
--
- CRD
- #1246309
JAMES JOSEPH BOWERS
--
- CRD
- #4719188
Crest vertex
Bridge meridian pathway
- CRD
- #56087
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,466,362 | $92,113 |
| Non-Discretionary | $0 | -- |
| Total | $216,466,362 | $92,113 |
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Separately Managed Accounts
Total SMA Asset: $216,466,362
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,249,260,706 | 14.2% |
| Equity - Exchange | $3,659,806,011 | 41.6% |
| Cash | $3,888,543,887 | 44.2% |
| Total | $8,797,610,604 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS DELTA CATALYST | EMBER OAK | EVWLQXDCM | YTHGX | 10.10% | $77,458,347 |
| OPTIMA ELEMENT DELTA | UNISON MATRIX | D7YWA9QQP | MDRWP | 1.87% | $97,915,567 |
| GLACIER ELEMENT GLACIER | VERTEX HORIZON | 2ZWIQF560 | UUJ | 3.54% | $114,516,655 |
| BEACON CAPITAL | ATLAS VITAL | RK4ALJVQ9 | WHA | 5.25% | $110,632,844 |
| MOMENTUM WAVE | WAVE CATALYST | X84FUXBVO | IUX | 5.47% | $8,546,898 |
| WAVE VERTEX | ELEMENT FOCUS | 6QGDTKYLA | MVC | 1.59% | $78,072,082 |
| UNISON PATHWAY | CATALYST CAPITAL | NKHTFUCIC | DPY | 6.07% | $109,860,262 |
| MOMENTUM UNISON | DELTA VALUE | LX36WQ0CR | HAY | 8.32% | $95,175,185 |