Matthew
Mcmahan

Aegis Wealth Management, LLC

CRD#6524400
Investment Advisor
in Maitland, FL

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About this Advisor

Matthew Mcmahan is a certified financial planner working in Maitland, Florida who has 5 years of industry experience. Mcmahan is an employee of Aegis Wealth Management, LLC. Throughout their career, they have worked at Prestige Laundry And Dry Cleaning, Mchaeuszer Laundry, Inc, Mchaeuszer, Inc, Fresh Ice Vending, LLC, Alternative Investment Advisors, LLC, Vision Brokerage Services LLC, Florida Financial Strategies, First Financial Strategies, LLC, Aegis Wealth Management, LLC and Delta Capital Management, LLC. Mcmahan maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Florida. Aegis Wealth Management, LLC is a business that has its headquarters in Maitland, FL. It administers $135 million in assets under management across its 454 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 454 customer accounts, 28% are held by high-net-worth clients who have greater than $1 million in investable assets. The business performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically are based on the type of financial services offered. Fees billed by Aegis Wealth Management, LLC typically consist of fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

698 N. Maitland Avenue Suite 102
Maitland, FL 32751

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Aegis Wealth Management, LLC Brokerage Details

Total Assets Under Management

$134,529,157

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

454

FL Average: 2,474
Average Account Size

$296,320

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Matthew Mcmahan Work History

Matthew has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Aegis Wealth Management, LLC

2014 - Present (10 years)

Fresh Ice Vending, LLC

2019 - 2021 (2 years)

Delta Capital Management, LLC

2017 - 2017 (< 1 year)

First Financial Strategies, LLC

2015 - 2018 (3 years)

Alternative Investment Advisors, LLC

2015 - 2019 (4 years)

Vision Brokerage Services LLC

2015 - 2017 (2 years)

Florida Financial Strategies

2013 - 2017 (4 years)

Mchaeuszer Laundry, Inc

2013 - 2017 (4 years)

Mchaeuszer, Inc

2012 - 2013 (1 year)

Prestige Laundry And Dry Cleaning

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Mcmahan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aegis Wealth Management, LLC

Matthew Mcmahan
Maitland, FL
Christine Carlson
Maitland, FL
Thuong Pham
Maitland, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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