President, Partner · Aegis Wealth Management, LLC
Matthew C. McMahan
CRD 6524400 · Named on Form ADV at one SEC-registered adviser
At a glance
Aegis Wealth Management, LLC, an SEC-registered wealth manager based in Maitland, FL with $190 million in regulatory assets, lists Matthew C. McMahan on its Form ADV as President, Partner, a control person.
Firms and roles
- Aegis Wealth Management, LLCPresident, PartnerWealth manager · Maitland, FL · $190M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thuong T. PhamSenior Portfolio Manager, Partner, Aegis Wealth Management, LLC
- Megan R. JohnsonChief Compliance Officer, Aegis Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.