RIA Intel›Advisers›California›AEGIS ASSET MANAGEMENT, INC.

AEGIS ASSET MANAGEMENT, INC.

Advisory

ANAHEIM, CA

Data as of Jun 23, 2026 · Source: SEC Form ADV

Rank in CA
#4,703
of 5,480 advisers by AUM
Average account
$921K
across 10 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM
$9M
Discretionary %
100%
Clients
10
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndMarch
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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+86.5% 1Y
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