Aegis Capital Management Inc. logo

Aegis Capital Management Inc. Employee Directory

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.

Find Aegis Capital Management Inc. employees' phone numbers or email addresses

Aegis Capital Management Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    6
  • Mexico
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Aegis Capital Management Inc.'s Leadership

  • Stylized image of a person
    G. I.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    S. M.
    President
    Phone icon
  • Stylized image of a person
    W. L.
    Phone icon

Aegis Capital Management Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Aegis Capital Management Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. I.
    Chief Executive Officer
    Phone icon
    United KingdomLondon
    Feb 02, 2024
  • Stylized image of a person
    S. M.
    President
    Phone icon
    United StatesFlorida
    Jun 02, 2026
  • Stylized image of a person
    W. L.
    Phone icon
    UNITED STATES
    Feb 13, 2023

Frequently Asked Questions

What is Aegis Capital Management Inc. known for?

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Aegis Capital Management Inc. was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 2758 Piedmont Avenue Berkeley, California 94705 United States; you can contact the main corporate office by phone at . Explore Aegis Capital Management Inc.'s company overview page for more information.

What is Aegis Capital Management Inc.'s most common email format?

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Aegis Capital Management Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Aegis Capital Management Inc. email formats with LeadIQ.

How many employees does Aegis Capital Management Inc. have currently?

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Aegis Capital Management Inc. has approximately 3 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Aegis Capital Management Inc.'s key employees and leadership?

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As of June 2026, Aegis Capital Management Inc.'s key employees include:

  • Chief Executive Officer: G. I.
  • President: S. M.
  • : W. L.

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