{"url":"https://nivawealth.com/firms/aegis-wealth-group-222515","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/222515","regulatoryAum":247716434,"crd":"222515","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6750279","suffix":null,"lastName":"Burt","firstName":"Jesse","middleName":"Duane"},{"crd":"5776568","suffix":null,"lastName":"CANNON","firstName":"BENJAMIN","middleName":"LYNN"},{"crd":"6781184","suffix":null,"lastName":"Cook","firstName":"Adam","middleName":"Robert"},{"crd":"5288132","suffix":null,"lastName":"FAERBER","firstName":"ALAN","middleName":"BRADLEY"},{"crd":"6745562","suffix":null,"lastName":"Frampton","firstName":"Devin","middleName":"Paul"},{"crd":"6632515","suffix":null,"lastName":"GREEN","firstName":"EVAN","middleName":"S"},{"crd":"5968087","suffix":null,"lastName":"HUGHES","firstName":"JEREMIAH","middleName":"WAYNE"},{"crd":"5139521","suffix":null,"lastName":"JONES","firstName":"JOSHUA","middleName":"PAUL EDWARD DALE 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issued by registered investment companies or business development companies","percent":72},{"label":"Cash and cash equivalents","percent":17}],"privateFunds":0},"sources":{"adv1FilingDate":"22 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/222515/PDF/222515.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030039","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Aegis Wealth Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aegis Wealth Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Aegis Wealth Group charge?","answer":"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.","source":"EVERSPIRE FIRM BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Aegis Wealth Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aegis Wealth Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aegis Wealth Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aegis Wealth Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aegis Wealth Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Aegis Wealth Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}