Matthew McMahan has been President, Partner of Aegis Wealth Management since November 2021, is a control person of the firm and directly owns between 50% and 75% of it.
Aegis Wealth Management, LLC is a Maitland, FL firm with $190M under management, 170 clients and 3 advisers in one office, as of its March 2026 filing.
Matthew McMahan’s longest registration is the current one, 8 years at Aegis Wealth Management since 2018. Before joining Aegis Wealth Management in 2018, Matthew McMahan was registered through Alternative Investment Advisors, LLC.
- Delta Capital Management, LLC– · 2 yearsMaitland, FL · Adviser representative · Firm CRD 128350
- Aegis Wealth Management, LLCCurrent– present · 8 yearsMaitland, FL · Adviser representative · Firm CRD 199511
- Alternative Investment Advisors, LLC– · 2 yearsMaitland, FL · Adviser representative · Firm CRD 160108
Investment adviser representative registrations
Matthew McMahan is registered as an investment adviser representative in Florida, since February 2018.
- FloridaSince 23 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 29 December 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Charles McMahan
- CRD
- 6524400
- Firm
- Aegis Wealth Management · CRD 199511
- Role
- President, Partner
- Office
- 698 N. MAITLAND AVENUE, SUITE 102, Maitland, FL 32751
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew McMahan work?
Matthew McMahan has been President, Partner of Aegis Wealth Management, LLC since November 2021, and is a control person of the firm.
Is Matthew McMahan a financial advisor?
Yes. Matthew McMahan has a current investment-adviser registration in Florida, through Aegis Wealth Management since February 2018.
How many years of experience does Matthew McMahan have?
Matthew McMahan has 11 years in the financial industry, since September 2015, across 3 adviser firms.
What exams has Matthew McMahan passed?
Matthew McMahan has passed 2 licensing exams: the Series 65 and Series 7. The earliest, the Series 65, was passed in August 2015. FINRA credited Matthew McMahan with the SIE, which began in October 2018.
Where is Matthew McMahan based?
Matthew McMahan’s registered office is in Maitland, FL.
Is Matthew McMahan registered with FINRA?
No. Matthew McMahan has no current broker registration.
How can I verify Matthew McMahan’s record?
Search CRD 6524400 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew McMahan’s full registration record.
- Megan JohnsonChief Compliance Officer
- Thuong PhamSenior Portfolio Manager, Partner