GUTHRIE CENTER, IACRD 301990Latest ADV April 27, 2026
Aegis Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Guthrie Center, IA. Its latest Form ADV filing, dated April 27, 2026, reports $216M in regulatory assets under management, 27 employees, 26 offices, and 2,350 accounts.
Assets Under Management
$216M
Employees
27
Offices
26 offices
Total Clients
2,350
Primary office
GUTHRIE CENTER, IA
317 STATE STREET, GUTHRIE CENTER, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.3% of total clients.
Top client categories% of clientsClients
1
Individuals
99.3%
2,334
2
HNWI
0.7%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$216Mas of April 27, 2026
Discretionary100.0%
$216M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$216M
Total Accounts2,350
10Y AUM Change+$216M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee87:1
10Y Employee Change+24 (+800.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.