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 12 years of industry experience. He has been with Aegis Wealth Management, LLC since 2016 and previously worked at Aegis Financial Advisors Inc. from 2014 to 2015. Aegis Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary and non-discretionary asset management, retirement plan advisory, and consulting for life events. The firm employs a fundamental, value-oriented investment approach with a long-term focus, utilizing Modern Portfolio Theory to build diversified portfolios that typically maintain a majority equity allocation.
Matthew M
CFP®, Series 65
Maitland, FL
Aegis Wealth Management, LLC
Matthew McMahan is a CFP® and Series 65 licensed advisor with 11 years of industry experience. He is the President and Investment Advisor Representative at Aegis Wealth Management, LLC, where he has worked since 2017. Prior to this, he held roles at Delta Capital Management, LLC and several other financial firms. Outside of his advisory work, he owns Fresh Ice Vending, LLC, a business supplying ice vending machines to Costco Wholesale. Aegis Wealth Management serves individual clients, including high-net-worth individuals, providing discretionary and non-discretionary asset management, retirement plan advisory, and consulting for life events. The firm employs a fundamental, value-oriented investment approach with a long-term focus and uses Modern Portfolio Theory to construct diversified portfolios with a majority equity allocation.
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