Aegis Wealth Group provides portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Aegis Wealth Group reports 803 clients. They include 752 individual clients and 51 high-net-worth individuals. Of its assets, 100.0% ($248M across 1,932 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 59% |
| High-net-worth individuals | 6% | 40% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 0% | <1% |
| Other | 0% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 752 | $145M | 58.6% | $193K |
| High-net-worth individuals | 51 | $100M | 40.4% | $1.96M |
| Charitable organizations | Fewer than 5 | $2.36M | 1.0% | — |
| Corporations and other businesses | Fewer than 5 | $214K | 0.1% | — |
| Other | Fewer than 5 | $482 | 0.0% | — |
| Total | 803 | $248M | 100% | — |
- Clients
- 752
- Regulatory AUM
- $145M
- AUM share
- 58.6%
- Avg. per client
- $193K
- Clients
- 51
- Regulatory AUM
- $100M
- AUM share
- 40.4%
- Avg. per client
- $1.96M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.36M
- AUM share
- 1.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $214K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $482
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 803
- Regulatory AUM
- $248M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Aegis Wealth Group charges up to 1.00% a year for its Standard Wealth Management Fee Schedule. The fee is billed in arrears and is not negotiable.
Fee details and sources
E6 Holdings, LLC owns 75% or more of Aegis Wealth Group and is in turn owned by Melvin Co (75% or more). Roy Jones is CEO; the leadership team includes President Joshua Jones. It has 20 employees, 15 of them in advisory roles.
Staff
- 20 employees
- 15 in advisory functions
- 17 state-registered reps
- 14 broker-dealer reps
- 14 insurance agents
- Owns 75% or more of Aegis Wealth Group, LLC
E6 Holdings, LLC
Control person · since September 2023
- Owns 75% or more of E6 Holdings, LLC
Melvin Co
since September 2023
- Owns 50% to 75% of Melvin Co
Roy Jones
Control person · since September 2023
- Owns 25% to 50% of Melvin Co
Joshua Jones
Control person · since September 2023
Aegis Wealth Group’s regulatory assets grew 1.9× from $128M (March 2021) to $248M (July 2026); clients rose from 499 to 803 and employees from 14 to 20.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $248M | 803 | 20 | 2 |
| Mar 2025March 2025 | $181M | 836 | 19 | 2 |
| Jul 2024July 2024 | $156M | 807 | 19 | 2 |
| Mar 2023March 2023 | $95.5M | 372 | 15 | 1 |
| Mar 2022March 2022 | $130M | 555 | 15 | 1 |
| Mar 2021March 2021 | $128M | 499 | 14 | 1 |
Besides its headquarters, Aegis Wealth Group has 1 office, with 2 listed addresses across 2 states.
Texas · 1 listed address
- 2449 S Willis St, Abilene
Utah · 1 listed address
- 6900 South 900 East, Suite 200, MidvaleHQ
Other business names
Aegis Wealth Group has reported 3 other business names to the SEC.
- Everspire 401k
- Everspire Wrap Fee Program
- Synchrony Wealth Management
Contact and registration details
- Legal name
- Aegis Wealth Group, LLC
- Headquarters
- 6900 South 900 East, Suite 200, Midvale, UT 84047
- Website
- everspire.com
- Phone
- 801-545-8706
- @everspire
- SEC file
- 801-116983
- Structure
- Utah LLC
- Fiscal year end
- December
Aegis Wealth Group’s named custodians for separately managed accounts are Fidelity ($190M, 80%) and Altruist ($49M, 20%). Aegis Wealth Group has custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $190M80%
- AltruistAltruist Financial LLC · Westlake, OH · $49M20%
At year end, Aegis Wealth Group’s separately managed accounts were mostly in funds (72%) and cash (17%).
What the accounts hold
- Stocks11%
- Funds72%
- Cash17%
How many clients does Aegis Wealth Group have?
Aegis Wealth Group has 803 clients and manages $248 million for them, as of July 2026. They include 752 individual clients and 51 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026
What services does Aegis Wealth Group offer?
Aegis Wealth Group provides portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Aegis Wealth Group charge?
Aegis Wealth Group charges up to 1.00% a year for its Standard Wealth Management Fee Schedule. The fee is billed in arrears and is not negotiable.
Which custodians does Aegis Wealth Group use?
Aegis Wealth Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $190M and Altruist Financial LLC (Westlake, OH), with $49M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026
How many financial advisors does Aegis Wealth Group have?
Aegis Wealth Group has 17 investment adviser representatives registered with state securities authorities, out of 20 employees, and 15 perform investment advisory functions. 14 employees are registered representatives of a broker-dealer and 14 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aegis Wealth Group invest in?
At the end of its last fiscal year, Aegis Wealth Group’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 17% cash and equivalents and 11% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aegis Wealth Group?
Aegis Wealth Group is owned through a chain of holding companies by Roy and Joshua Jones. Its direct owner is E6 Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 July 2026
How does Aegis Wealth Group get paid?
Aegis Wealth Group is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Aegis Wealth Group?
Aegis Wealth Group’s main office is at 6900 South 900 East, Suite 200, Midvale, UT 84047. Its phone number is 801-545-8706. Its website is everspire.com.