Aegis Wealth Group, Llc
- Regulatory AUM
- $248M
- Discretionary
- $248M
- Clients
- 803
- Avg AUM / client
- $308K
- Accounts
- 1,932
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 752 | $145M | 58.6% |
| High net worth individuals | 51 | $100M | 40.4% |
| Charitable organizations | Fewer than 5 clients | $2.4M | 0.95% |
| Corporations and other businesses | 0 | $214K | 0.09% |
| Other | 0 | $482 | 0.0% |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Paul Edward Dale Ray Jones | Ceo | CFP | May 2015 (11y) | ≈ 14.06% – 50% via Melvin Co |
| Roy Russell Jones | President | CFP | May 2015 (11y) | ≈ 28.13% – 75% via Melvin Co |
| Jason Howard Lindquist | Director Of Investments | Dec 2017 (9y) | Less than 5% | |
| Akbar, Monica, Rosalind | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Gerilyn Beck Merrill | Registered representative | Nov 2016 (10y) | ||
| Ryan Tucker | Registered representative | Jul 2017 (9y) | ||
| Adam Russell Lazaro | Registered representative | Jun 2021 (5y) | ||
| Adam Robert Cook | Registered representative | Jul 2021 (5y) | ||
| Nathan Brant Rockwell | Registered representative | Nov 2021 (5y) | ||
| Thomas Melburn | Registered representative | Jan 2023 (4y) | ||
| Benjamin Lynn Cannon | Registered representative | Jun 2023 (3y) | ||
| Michael Loryn Ross | Registered representative | Jun 2023 (3y) | ||
| Devin Paul Frampton | Registered representative | CFP | Dec 2023 (3y) | |
| Steven Leon Wikstrom | Registered representative | Jan 2024 (3y) | ||
| Andrew Michael Gregor | Registered representative | Feb 2024 (2y) | ||
| Jesse Duane Burt | Registered representative | May 2024 (2y) | ||
| Jeremiah Wayne Hughes | Registered representative | Oct 2024 (2y) | ||
| Kevin R Pett | Registered representative | Jan 2025 (2y) | ||
| Alan Bradley Faerber | Registered representative | CFP | Jun 2025 (1y) | |
| Evan S Green | Registered representative | Jan 2026 (1y) | ||
| Christopher Brian Pelley | Registered representative | Mar 2026 (0y) | ||
| Nicholas Lee Elrod | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| E6 Holdings, Llc | Owner | Sep 2023 | A | 75% or more |
| Melvin Co | Owner | Sep 2023 | B | ≈ 56.25% – 100% via E6 Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joshua Paul Edward Dale Ray Jones: 25% – 50% of Melvin Co × 75% – 100% of E6 Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Roy Russell Jones: 50% – 75% of Melvin Co × 75% – 100% of E6 Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Melvin Co: 75% – 100% of E6 Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • WRAP FEE
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $190M (77% of AUM) Mar 2026
- Charles Schwab & Co. $116M (89% of AUM) Nov 2022
- Truist Financial Corp $49.0M (20% of AUM) Mar 2026
- Altruist Financial $49.0M (20% of AUM) Mar 2026
- Etc Brokerage Services, Llc $28.4M (16% of AUM) Mar 2025
- Interactive Brokers $13.6M (8% of AUM) Oct 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗