Insights

Client-Centric Focus Aegis Capital Management prioritizes personalized service with a limited client base, creating opportunities to offer tailored financial products and premium advisory services that align with their commitment to individualized wealth management.

Community Engagement Their partnership with the YWCA of Kauai to promote financial literacy indicates openness to community-focused initiatives, presenting potential for expanding financial education or social responsibility programs.

Technology Usage Utilizing tools like Google Analytics and online marketing platforms suggests they value digital engagement, offering avenues to promote new financial solutions or enhance client communication through digital channels.

Growth Potential With revenue ranging from one to ten million dollars and a small team, there are significant opportunities for targeted product offerings or service expansions tailored to high-net-worth and institutional clients.

Differentiation Strategy Being a fee-only firm emphasizing transparency and education creates opportunities to introduce innovative financial planning tools or exclusive investment products that highlight their client-first approach.

Aegis Capital Management Inc.'s Email Address Formats

Aegis Capital Management Inc. uses at least 1 format(s):

Aegis Capital Management Inc. Email Formats	Example	Percentage
First@aegiscapital.com	John@aegiscapital.com	38%
FLast@aegiscapital.com	JDoe@aegiscapital.com	12%
First@aegiscapital.com	John@aegiscapital.com	38%
FLast@aegiscapital.com	JDoe@aegiscapital.com	12%

Aegis Capital Management Inc. Email Formats

Example

Percentage

First@aegiscapital.com

John@aegiscapital.com

38%

FLast@aegiscapital.com

JDoe@aegiscapital.com

12%

First@aegiscapital.com

John@aegiscapital.com

38%

FLast@aegiscapital.com

JDoe@aegiscapital.com

12%

Frequently Asked Questions

Where is Aegis Capital Management Inc.'s headquarters located?

Aegis Capital Management Inc.'s main headquarters is located at 2758 Piedmont Avenue Berkeley, California 94705 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Aegis Capital Management Inc.'s phone number?

You can contact Aegis Capital Management Inc.'s main corporate office by phone at

+1-510-655-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Aegis Capital Management Inc.'s official website and social media links?

Aegis Capital Management Inc.'s official website is aegiscapital.com and has social profiles on LinkedIn.

How much revenue does Aegis Capital Management Inc. generate?

As of January 2026, Aegis Capital Management Inc.'s annual revenue is estimated to be $27M.

What is Aegis Capital Management Inc.'s SIC code NAICS code?

Aegis Capital Management Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Aegis Capital Management Inc. have currently?

As of January 2026, Aegis Capital Management Inc. has approximately 3 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: G. I.President: S. M.: W. L.. Explore Aegis Capital Management Inc.'s employee directory with LeadIQ.

What industry does Aegis Capital Management Inc. belong to?

Aegis Capital Management Inc. operates in the Financial Services industry.

What technology does Aegis Capital Management Inc. use?

Aegis Capital Management Inc.'s tech stack includes Microsoft 365MailchimpjQueryBootstrapGoogle Analytics.

What is Aegis Capital Management Inc.'s email format?

Aegis Capital Management Inc.'s email format typically follows the pattern of First@aegiscapital.com. Find more Aegis Capital Management Inc. email formats with LeadIQ.

When was Aegis Capital Management Inc. founded?

Aegis Capital Management Inc. was founded in 1998.

Aegis Capital Management Inc.

Q: How many employees does Aegis Capital Management Inc. have currently?

Aegis Capital Management Inc. has approximately 3 employees.

Q: What technology does Aegis Capital Management Inc. use?

Aegis Capital Management Inc.'s tech stack includes Google Analytics, Microsoft 365, Bootstrap, jQuery, Mailchimp.

Financial ServicesCalifornia, United States2-10 Employees

At Aegis Capital Management, we provide intelligent, comprehensive financial management tailored specifically to our clients’ unique needs and circumstances. As a fee- only firm, we strongly believe in emphasizing client education and participation in the investment management process.

Our commitment to integrity and clear information communication has earned our firm the trust and respect of both individual and institutional investors. We pride ourselves in building strong relationships with our clients, where we dedicate our time to customized investment plans. Because we work with a limited number of select clients, we have the capacity to hear and work with each client’s needs so that we may make specific changes to circumstances and requests.

At Aegis Capital Management, we believe that client knowledge is the greatest asset. Through individualized client attention, we manage your wealth, so that you are free to live your life.

Insights

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