Aegis Wealth Management, LLC
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About
Aegis Wealth Management serves individual clients, including high-net-worth individuals, and provides discretionary and non-discretionary asset management, retirement plan advisory, and targeted consulting for life events. The firm delivers ongoing portfolio management and financial advice tailored to clients’ profiles, objectives, and stated risk tolerances.
Aegis follows a fundamental, value-oriented approach with a long-term focus, employing Modern Portfolio Theory to construct diversified accounts and typically maintaining a majority equity allocation (the brochure cites portfolios with roughly 70–85% in stock positions). Accounts are reviewed at least quarterly, and cash is used tactically to moderate volatility and meet short-term needs consistent with client objectives.
Aegis is notable for its business affiliations: the firm’s principal ownership includes another advisory entity, and the brochure discloses that Aegis may recommend third-party advisers and receive compensation for such referrals, which creates potential conflicts of interest the firm addresses in its disclosures. Additionally, certain personnel are licensed to sell securities and insurance products and may implement recommendations in those separate capacities, and the firm operates without a stated minimum account size while using an institutional custody platform.
Client services
Expertise
Fee options
Commissions as registered representatives or insurance agents for implementation of recommendations, separate from advisory fees
Fee-only: Annual flat fixed fee up to 1.00% of assets under management
Main office
698 N. Maitland Avenue, Suite 102
Maitland FL 32751
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thuong P
CFP®
Maitland, FL
Aegis Wealth Management, LLC
Thuong Pham is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with Aegis Wealth Management, LLC since 2016. Aegis Wealth Management provides discretionary and non-discretionary investment management, consulting, and employee contribution plan advisory services primarily to individual and high-net-worth clients. The firm manages approximately $174 million in client assets across 179 client relationships, focusing on goal-based financial advice and maintaining portfolios with an emphasis on fundamental, value-oriented equity selection within a diversified, long-term framework.
Matthew M
CFP®, Series 65
Maitland, FL
Aegis Wealth Management, LLC
Matthew McMahan is a CFP®-credentialed financial advisor at Aegis Wealth Management, LLC with 10 years of industry experience. He has worked at several firms including Delta Capital Management and Vision Brokerage Services. Outside of finance, he owns Fresh Ice Vending, LLC, a company that supplies ice vending machines to Costco Wholesale. Aegis Wealth Management provides discretionary and non-discretionary investment management, consulting, and employee contribution plan advisory services primarily to individual and high-net-worth clients. The firm uses a value-oriented, long-term investment approach with a focus on equity exposure and risk management through cash allocation.
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