# AEGIS WEALTH MANAGEMENT, LLC

AEGIS WEALTH MANAGEMENT, LLC of MAITLAND, FL is an SEC-registered investment adviser.

## Registration

- CRD: 199511
- Type: SEC-registered investment adviser
- SEC file number: 801-96327
- Location: 698 N. MAITLAND AVENUE, SUITE 102, MAITLAND, FL, 32751
- Phone: 407-831-3660
- Latest filing: 2026-03-31
- Regulatory AUM: $190.4M
- Discretionary AUM: $173.1M
- Non-discretionary AUM: $17.3M
- Clients: 4
- Accounts: 456

## Business model

- Compensation: Fixed
- Clients served: High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Megan Rebecca Johnson | CHIEF COMPLIANCE OFFICER | Maitland, FL |
| Thuong Thien Pham | SENIOR PORTFOLIO MANAGER, PARTNER | — |
| Matthew Charles Mcmahan | PRESIDENT, PARTNER | — |
| CASTERLINE SEAN DONOVAN | MANAGING MEMBER; MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | — |
| DYKSTRA CURTIS LEE | MANAGING MEMBER | — |
| PHAM THUONG THIEN | SENIOR PORTFOLIO MANAGER; SENIOR PORTFOLIO MANAGER, PARTNER | — |
| Johnson Megan Rebecca | CHIEF COMPLIANCE OFFICER | — |
| MCMAHAN MATTHEW CHARLES | PRESIDENT, PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/199511/brochure
- Similar advisers: https://search.stillhousedata.com/firm/199511/similar
- Related entities: https://search.stillhousedata.com/firm/199511/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/199511

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.