Aegis Capital Management Inc. Email Format

Financial ServicesCalifornia, United States2-10 Employees

Based in Berkeley, California, Aegis Capital Management Inc. operates as a fee-only financial services firm that provides comprehensive, personalized wealth management aligned with each client's circumstances. The firm prioritizes client education and involvement in the investment process, supported by clear and transparent communication and a commitment to integrity. By working with a limited number of clients, it can tailor investment plans to individual needs and adjust them as circumstances change.

Its client base includes both individual and institutional investors seeking tailored financial management. The firm maintains a small team and emphasizes individualized attention and long-term relationships. In 2017, Aegis Capital Management partnered with YWCA of Kauai to promote financial literacy and education in the community.

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