Eun Kim has held the title Member at Aegis Wealth Management since April 2005, is a control person of the firm and directly owns between 25% and 50% of it. Eun Kim holds a Bachelor of Science in Commerce with a concentration in Accounting from the University of Virginia.
Aegis Wealth Management LLC is a Bethesda, MD firm with $744M under management, 123 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Eun H. (Rachel) Kim is Managing Partner of Aegis Wealth, based in Bethesda, Maryland. She is one of the firm's co-founding partners and provides financial life planning, investment advisory, tax, retirement, estate, and other financial planning services to individuals, multi-generational families, trusts, and private foundations. Before forming Aegis in 2005, she was part of the personal financial consulting practice at Ernst & Young, where she spent nine years.
Eun Kim’s longest registration is the current one, 21 years at Aegis Wealth Management since 2005. Before joining Aegis Wealth Management in 2005, Eun Kim was registered through Ernst & Young Investment Advisers LLP.
- Ernst & Young Investment Advisers LLP– · 3 yearsMcLean, VA · Adviser representative · Firm CRD 110921
Professional designations
Listed by Aegis Wealth Management
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst® (CIMA®)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Eun Kim is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from March 2005; the most recent is Virginia, in March 2024.
- MarylandSince 3 March 2005
- TexasResidentSince 2 March 2005
- VirginiaSince 1 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 September 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Eun Hee Kim
- CRD
- 4539304
- Firm
- Aegis Wealth Management · CRD 134429
- Role
- Member
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aegiswealth.com
Where does Eun Kim work?
Eun Kim has held the title Member at Aegis Wealth Management LLC since April 2005, and is a control person of the firm.
Is Eun Kim a financial advisor?
Yes. Eun Kim has a current investment-adviser registration in Maryland, Texas and Virginia, through Aegis Wealth Management since March 2005.
How many years of experience does Eun Kim have?
Eun Kim has 24 years in the financial industry, since May 2002, across 2 adviser firms.
What exams has Eun Kim passed?
Eun Kim passed the Series 65 in September 2001.
Is Eun Kim registered with FINRA?
No. Eun Kim has no current broker registration.
Is Eun Kim a CFP?
Aegis Wealth Management lists Eun Kim with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Eun Kim’s record?
Search CRD 4539304 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eun Kim’s full registration record.
