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AEGIS WEALTH GROUP, LLC, CRD 222515
MIDVALE, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| R•• R•••••• J•••• | Certified Financial Planner | MIDVALE, UT | 11 | 27 | 4 | yes |
| J••••• P••• E••••• D••• R•• J•••• | Certified Financial Planner | MIDVALE, UT | 11 | 19 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| E• H•••••••• L•• | Owner | E | yes | 09/2023 | Mar 28, 2024 | Aug 11, 2024 |
| J••••• J•••••• P••• E••••• D••• R•• | OWNER, MANAGING MEMBER | C | yes | 09/2023 | Jun 19, 2019 | Aug 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| E• P••••••••• | n/a | Independent wealth | $239M | N | yes | n/a |
| C••••••• P••••••••• P••••••• R••••••••• L•• | n/a | n/a | n/a | N | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Abilene | TX | United States | 2 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 5 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $248M | $181M | 36.8% | $95.5M | 37.4% | 20 | 19 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| T•••• S••••••••• | 2 | May 25, 2023 | Jun 8, 2023 | LUBBOCK, TX | Team lift out | Other | 22.2% |
| L•• F•••••••• L•• | 2 | Jul 7, 2015 | Aug 14, 2015 |
| yes |
| G•••••• B••• M•••••• | n/a | MIDVALE, UT | 9 | 11 | 1 | no |
| R••• T••••• | n/a | MIDVALE, UT | 9 | 13 | 2 | yes |
| J•••• H••••• L•••••••• | n/a | MIDVALE, UT | Tacoma, WA | 8 | 17 | 1 | no |
| A••• R•••••• L••••• | n/a | MIDVALE, UT | 5 | 10 | n/a | yes |
| A••• R••••• C••• | n/a | MIDVALE, UT | 5 | 10 | 2 | yes |
| N••••• B•••• R••••••• | n/a | Reno, NV | MIDVALE, UT | 4 | 14 | n/a | yes |
| T••••• M•••••• | n/a | MIDVALE, UT | 3 | 12 | 3 | yes |
| B••••••• L••• C••••• | n/a | MIDVALE, UT | Abilene, TX | 3 | 17 | 1 | yes |
| M•••••• L•••• R••• | n/a | MIDVALE, UT | Abilene, TX | 3 | 16 | 1 | yes |
| D•••• P••• F••••••• | Certified Financial Planner | MIDVALE, UT | 2 | 10 | 2 | no |
| S••••• L••• W••••••• | n/a | MIDVALE, UT | Midvale, UT | 2 | 39 | n/a | yes |
| J•••• D•••• B••• | n/a | MIDVALE, UT | Abilene, TX | 2 | 12 | n/a | yes |
| J••••••• W•••• H••••• | n/a | MIDVALE, UT | 1 | 15 | 4 | yes |
| K•••• R• P••• | n/a | Abilene, TX | MIDVALE, UT | 1 | 12 | n/a | yes |
| A••• B•••••• F•••••• | Certified Financial Planner | MIDVALE, UT | 1 | 19 | 5 | no |
| E••• S• G•••• | n/a | MIDVALE, UT | 0 | 10 | n/a | no |
| Ceo |
| Na |
| yes |
| 05/2015 |
| Jun 19, 2019 |
| Aug 11, 2024 |
| J••••• R••• R•••••• | President | Na | yes | 05/2015 | Jun 19, 2019 | Aug 11, 2024 |
| J••••• R••• R•••••• | OWNER, MANAGING MEMBER | D | yes | 09/2023 | Jun 19, 2019 | Aug 11, 2024 |
| L••••••••• J••••• H••••• | DIRECTOR OF INVESTMENTS | Na | yes | 01/2018 | Mar 28, 2024 | Aug 11, 2024 |
| A••••• M•••••• R••••••• | CHIEF COMPLIANCE OFFICER | Na | no | 02/2023 | Mar 29, 2023 | Aug 11, 2024 |
| M••••• C• | Owner | E | no | 09/2023 | Mar 28, 2024 | Aug 11, 2024 |
| n/a |
| State registered |
| n/a |
| N |
| yes |
| n/a |
| T••••••• | n/a | n/a | n/a | N | yes | n/a |
| $248M |
| $248M |
| 20 |
| 15 |
| 1 |
| n/a |
| n/a |
| 2024 | Mar 30, 2025 | $181M | $181M | 19 | 13 | 1 | n/a | n/a |
| 2023 | Mar 28, 2024 | $156M | $156M | 19 | 15 | 1 | n/a | n/a |
| 2022 | Mar 28, 2023 | $95.5M | $95.5M | 15 | 10 | 0 | n/a | n/a |
| 2021 | Mar 14, 2022 | $130M | $130M | 15 | 10 | 0 | n/a | n/a |
| 2020 | Mar 27, 2021 | $128M | $128M | 14 | 8 | 0 | n/a | n/a |
| 2019 | Mar 13, 2020 | $124M | $124M | 12 | 7 | 0 | n/a | n/a |
| SANDY, UT |
| Team lift out |
| Other |
| 0.0% |